Capital Advisory Services, LLC

Capital Advisory Services, LLC (CRD# 121227) is a financial advisory firm headquartered in West Chester, OH. They manage $43,752,350 in 610 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $71,725
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, OH

Financial Advisors at Capital Advisory Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Daniel J. Bulau
CRD#: 1582483
211 S. Walnut Street, Van Wert, OH 45891
96
Wealthminder
score

Daniel Bulau (CRD# 1582483) is an Investment Advisor Representative working at Capital Advisory Services, LLC in Van Wert, OH and has over 29 years of experience in the finance industry.

2
Mark J. Ertel
CRD#: 2331017
8240 Beckett Park Drive, Suite B, West Chester, OH 45069
96
Wealthminder
score

Mark Ertel (CRD# 2331017) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 23 years of experience in the finance industry.

3
Russell L. Finney
CRD#: 2335691
8240 Beckett Park Drive, Suite B, West Chester, OH 45069
96
Wealthminder
score

Russell Finney (CRD# 2335691) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 23 years of experience in the finance industry. Russell Finney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Raymond S. Erickson
CRD#: 5070463
8240 Beckett Park Drive, Suite B, West Chester, OH 45069
93
Wealthminder
score

Raymond Erickson (CRD# 5070463) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 10 years of experience in the finance industry.

5
Jamie M. Powell
CRD#: 1596875
8240 Beckett Park Drive, Suite B, West Chester, OH 45069
72
Wealthminder
score

Jamie Powell (CRD# 1596875) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 28 years of experience in the finance industry. Jamie Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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