# CAPITAL ASSET ADVISORY, INC.

CAPITAL ASSET ADVISORY, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 125685
- Type: SEC-registered investment adviser
- Location: 8825 PERIMETER PARK BLVD. SUITE 203, JACKSONVILLE, FL, 32216
- Phone: 904-997-1221
- Latest filing: 2026-03-27
- Regulatory AUM: $60.6M
- Discretionary AUM: $60.6M
- Clients: 1
- Accounts: 163

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125685/similar
- Related entities: https://search.stillhousedata.com/firm/125685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125685

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.