Capital Advisory Services, LLC

Capital Advisory Services, LLC (CRD# 121227) is a financial advisory firm headquartered in West Chester, OH. They manage $72,120,000 in 1,140 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8240 Beckett Park Drive, Suite B, West Chester, OH 45069
http://www.capadvisor.net/
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $63,263
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH

Financial Advisors at Capital Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jamie Powell, financial advisor West Chester OH
Jamie M. Powell
CRD#: 1596875
8240 Beckett Park Drive, Suite B, West Chester, OH 45069

Jamie Powell (CRD# 1596875) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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