$60.6M Total AUM
$60.6M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2000
- Office Locations
- 1
Office Locations
8825 Perimeter Park Blvd. Suite 203 Jacksonville FL
About Capital Asset Advisory, Inc.
Capital Asset Advisory, Inc. is a Jacksonville-based RIA. The firm has been operating for 26 years. Managing $60.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
54 AVG AGE
$60.6M AVG AUM / ADVISOR
$905.2K AVG AUM / CLIENT
24.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ALLEN GOTTSCHALK
Owner, President
- CRD
- #2117802
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,646,623 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,646,623 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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