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CAPITAL ASSET ADVISORY, INC.
CRD 125685
8825 PERIMETER PARK BLVD. SUITE 203, JACKSONVILLE, FL, 32216, United States
Phone
904-997-1221
Fax
904-997-1277
Registration
— (—)
Source
State registered
Total AUM
$60.6M
Discretionary AUM
$60.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $13.2M |
| High net worth individuals | 11 | $47.5M |
Official SEC filing: View on IAPD