CAPITAL ADVISORY SERVICES, LLC

CAPITAL ADVISORY SERVICES, LLC of WEST CHESTER, OH is an SEC-registered investment adviser (CRD 121227). Regulatory assets under management: $90.3M.

Registration

• CRD: 121227
• Type: Registered investment adviser
• Location: 8240 BECKETT PARK DRIVE, WEST CHESTER, OH, 45069
• Phone: (513) 942-7000
• Latest filing: 2026-06-23
• Regulatory AUM: $90.3M
• Discretionary AUM: $89.9M
• Non-discretionary AUM: $423K
• Clients: 2
• Accounts: 1,194

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121227 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search