RIA Intel›Advisers›Michigan›CAPITAL ASSET ADVISORY SERVICES, LLC.

CAPITAL ASSET ADVISORY SERVICES, LLC.

Advisory

N·WILLIAMSTON, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$4.6B
1-Year AUM Growth
+19.2%
3-Year CAGR
+7.6%
Employees
69
Assets Under Management
Total AUM$4.6B
Discretionary AUM$4.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17,945
Team
Total Employees69
Investment Advisers136
Employee Growth (1Y)-9.3%
Filing History
Total Filings on Record78
First FilingAug 3, 2006
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 78 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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