Capital Asset Advisory, Inc.
Capital Asset Advisory, Inc. (CRD# 125685) is a financial advisory firm headquartered in Jacksonville, FL. They manage $29,675,802 in 155 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$191,457
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
David Gottschalk (CRD# 2117802) is an Investment Advisor Representative working at Capital Asset Advisory, Inc. in Jacksonville, FL and has over 23 years of experience in the finance industry.