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Capital Asset Advisory Services, LLC.

● SEC registered since 2006CRD 110929SEC# 801-67082Williamston, MI
Export (members)
Reg. AUM
$4.02B
Employees
136
Accounts
17,952
Location
Williamston, MI

Capital Asset Advisory Services, LLC. assets under management

Capital Asset Advisory Services, LLC. is an investment advisory firm registered with the SEC based in Williamston, MI. The firm has been registered since 2006. It reports $4 billion in regulatory assets under management and employs 136 people.
www.austinfinancial.usView on SEC.gov ↗

Capital Asset Advisory Services, LLC. owners & executives

4 reported
NameTitleOwnershipSince
Adam Patrick LesperanceDirector Of Business DevelopmentUnder 5%2023
Anthony Joseph Mazzali ControlManaging Member50-75%1999
Jeffrey John Casey ControlManaging Member10-25%1999
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Frequently asked questions

How much does Capital Asset Advisory Services, LLC. manage?

Capital Asset Advisory Services, LLC. reports $4 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Asset Advisory Services, LLC. have?

Capital Asset Advisory Services, LLC. reports 136 employees.

Where is Capital Asset Advisory Services, LLC. located?

Capital Asset Advisory Services, LLC. is based in Williamston, MI and has been SEC-registered since 2006.

Does Capital Asset Advisory Services, LLC. disclose fund performance?

Capital Asset Advisory Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address148 E Grand River Ave., Williamston, MI 48895
Phone517-339-7662
Fax517-339-1573
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1666024
Discloses disciplinary historyYes

Assets under management

Discretionary$4.02B
Non-discretionary$0
Total (RAUM)$4.02B