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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.


Financial Advisors at Capital Asset Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
David A. Gottschalk
CRD#: 2117802
8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL 32216

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.

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