Capital Asset Advisory Services, LLC

Capital Asset Advisory Services, LLC (CRD# 110929) is a financial advisory firm headquartered in Haslett, MI. They manage $1,406,098,748 in 10,656 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,406
    MILLION
  • Total Number of Accounts
    10,656
    ACCOUNTS
  • Average Account Value
    $131,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Capital Asset Advisory Services, LLC
Showing 1 - 10 of 75 top financial advisors.
1
Joanne M. Deaton
CRD#: 1429844
812 Moorefield Park Drive, Suite 102, Richmond, VA 23236
96
Wealthminder
score

Joanne Deaton (CRD# 1429844) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Richmond, VA and has over 32 years of experience in the finance industry. Joanne Deaton 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.

2
John L. Evangelista
CRD#: 2598164
2950 S. State St. Suite 340, Ann Arbor, MI 48104
96
Wealthminder
score

John Evangelista (CRD# 2598164) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 23 years of experience in the finance industry. John Evangelista 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.

3
Michael J. Granbois
CRD#: 3223559
850 Patton Road, New Brighton, MN 55112
96
Wealthminder
score

Michael Granbois (CRD# 3223559) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in New Brighton, MN and has over 8 years of experience in the finance industry. Michael Granbois 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
Emily R. Haberkern
CRD#: 5509501
2950 S. State St. Ste 340, Ann Arbor, MI 48104
96
Wealthminder
score

Emily Haberkern (CRD# 5509501) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry. Emily Haberkern 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.

5
William K. Jenkins
CRD#: 1393894
15744 Peacock Road, Haslett, MI 48840
96
Wealthminder
score

William Jenkins (CRD# 1393894) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 18 years of experience in the finance industry.

6
Adam P. Lesperance
CRD#: 4249723
15744 Peacock Road, Haslett, MI 48840
96
Wealthminder
score

Adam Lesperance (CRD# 4249723) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 17 years of experience in the finance industry. Adam Lesperance 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.

7
Matthew P. Oneil
CRD#: 5354929
1927 S. Tyron Street, Suite 106, Charlotte, NC 28203
96
Wealthminder
score

Matthew Oneil (CRD# 5354929) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Charlotte, NC and has over 10 years of experience in the finance industry. Matthew Oneil 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.

8
Debra A. Rosenthal-Ritter
CRD#: 1286796
Alvin, TX
96
Wealthminder
score

Debra Rosenthal-Ritter (CRD# 1286796) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Alvin, TX and has over 24 years of experience in the finance industry. Debra Rosenthal-Ritter 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.

9
Jacob K. Sanders
CRD#: 5643304
4855 River Green Parkway, Suite 330, Duluth, GA 30096
96
Wealthminder
score

Jacob Sanders (CRD# 5643304) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Duluth, GA and has over 9 years of experience in the finance industry. Jacob Sanders 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.

10
Michael J. Alimo
CRD#: 4727586
750 Main St Suite 300, Hartford, CT 06103
93
Wealthminder
score

Michael Alimo (CRD# 4727586) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Hartford, CT and has over 14 years of experience in the finance industry.

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