CAPITAL ASSET ADVISORS LLC.

CAPITAL ASSET ADVISORS LLC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 291635). Regulatory assets under management: $42.3M.

Registration

• CRD: 291635
• Type: Registered investment adviser
• Location: 6991 E CAMELBACK RD, SCOTTSDALE, AZ, 85251
• Phone: 602-274-6432
• Latest filing: 2026-03-23
• Regulatory AUM: $42.3M
• Discretionary AUM: $42.3M
• Clients: 3
• Accounts: 259

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291635 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search