CAPITAL ASSET ADVISORY, INC.

CAPITAL ASSET ADVISORY, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 125685). Regulatory assets under management: $60.6M.

Registration

• CRD: 125685
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search