$90.3M Total AUM
$89.9M Disc. AUM
-- 3Y CAGR
2 Employees
439 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Legacy foundation
- Established Date
- 01-10-2005
- Office Locations
- 1
Office Locations
8240 Beckett Park Drive Suite B West Chester OH
About Capital Advisory Services, LLC
Capital Advisory Services, LLC is a West Chester, OH advisory firm serving individuals and small business owners with retirement planning, asset management, college planning, insurance, and small-business retirement plans. Portfolios lean heavily on ETFs and fixed income, and the firm also uses alternatives such as non-traded REITs and BDCs. Custody includes Schwab and Fidelity.
Team overview
64 AVG AGE
$45.2M AVG AUM / ADVISOR
$205.7K AVG AUM / CLIENT
11 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Harbor optima Prime Eagle
Custodian
Vertex foundation
Investment Themes
Frontier Peak
Investment Vehicles
Harbor delta
Services
Pioneer Element Matrix Horizon prime Signal prime Horizon prime Optima
Technology
Crest
Owner & Executives
JAMIE MITTIGA POWELL
Owner
- CRD
- #1596875
- Ownership
- 75% or more
(469) 750-7610
pathway.alpha@ridgecapital.com
in linkedin.com/in/foundation-north
Showing 1 of 1 owners & executives
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D
David Peter Leisring
--
- CRD
- #7805517
(332) 221-4071
atlas.beacon@summitcapital.com
in linkedin.com/in/element-oak
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,887,745 | -- |
| Non-Discretionary | $423,450 | -- |
| Total | $90,311,195 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,311,195
Equity - Exchange:
25.8% Corporate - Investment Grade:
10.1% Corporate - Non-Investment Grade:
15.5% Cash:
30.4% U.S. Government/Agency:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $346,225,194 | 25.8% |
| Corporate - Investment Grade | $135,537,770 | 10.1% |
| Corporate - Non-Investment Grade | $208,003,508 | 15.5% |
| Cash | $407,955,267 | 30.4% |
| U.S. Government/Agency | $244,236,377 | 18.2% |
| Total | $1,341,958,116 | 100.0% |