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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-20-2018
- Office Locations
- 1
Office Locations
About Capital Asset Advisors Llc.
Capital Asset Advisors, LLC is a fee-based financial planning and wealth management firm serving professionals and families in the Phoenix/Scottsdale area, meeting in person or online. The team provides customized plans and portfolio management integrated with tax, insurance, and estate planning, and emphasizes objective, non-proprietary advice with transparent fees. Portfolios are commonly implemented with ETFs and mutual funds, with custody support including Schwab, and tech-enabled reporting and on-demand account access.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
SCOTT ROBERT KOESTERER
Investment Advisor Representative
- CRD
- #4136165
- Ownership
- 50% but less than 75%
TIMOTHY LEE MINERT
Advisor, Chief Compliance Officer
- CRD
- #1630657
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,271,682 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,271,682 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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