RIA Intel›Advisers›Florida›CAPITAL ASSET ADVISORY, INC.

CAPITAL ASSET ADVISORY, INC.

Advisory

JACKSONVILLE, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL
#1,532
of 2,610 advisers by AUM
Average account
$372K
across 163 accounts
AUM per adviser
$61M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$61M
Discretionary %
100%
Clients
67
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, GA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

SPECTRUM ASSETS, INC.
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$61M
+114.8% 1Y
CSS CAPITAL ADVISORY LLC
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$61M
FOREM INVESTMENTS LLC
CORAL GABLES, FL
$61M
-11.5% 1Y
ELEVEN O'CLOCK ASSOCIATES, LLC
FT MYERS, FL
$60M
-3.0% 1Y
RMH III INVESTMENT MANAGEMENT, LLC
SARASOTA, FL
$60M
-0.4% 1Y
THE RETIREMENT PLANNERS, USA, LLC
PENSACOLA, FL
$60M

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