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CAPITAL ADVISORY SERVICES, LLC

CRD 121227

Visit website

8240 BECKETT PARK DRIVE, SUITE B, WEST CHESTER, OH, 45069, United States

Phone

(513) 942-7000

Fax

(866) 315-9997

Registration

— (—)

Source

State registered

Total AUM

$90.3M

Discretionary AUM

$89.9M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals439$90.3M

All web addresses on file

Official SEC filing: View on IAPD