Capital Asset Advisory, Inc.

EST. AUM
$60,646,623

CONTACTS
1

CLIENT ACCOUNTS
163

Firm Details

Metro area Jacksonville
CRD Number 125685
Website n
Client types

Overview

Capital Asset Advisory, Inc. is a Florida-based, SEC-registered investment advisory firm providing personalized wealth management and portfolio management services to individuals and high-net-worth clients. Founded in 2000, the firm delivers discretionary investment management, financial planning guidance, and retirement-focused strategies tailored to each client’s objectives. With a boutique structure and a client-first approach, the firm emphasizes disciplined asset allocation, long-term financial planning, and transparent communication. Capital Asset Advisory also incorporates insurance capabilities to offer a more comprehensive financial services experience. The firm operates from its Jacksonville headquarters and maintains longstanding client relationships built on trust, integrity, and professional stewardship.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Asset Advisory, Inc.

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