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CAPITAL ASSET ADVISORS LLC.
CRD 291635
6991 E CAMELBACK RD, 300, SCOTTSDALE, AZ, 85251, United States
Phone
602-274-6432
Fax
602-954-4098
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.6M |
| High net worth individuals | 41 | $31.6M |
All web addresses on file
Official SEC filing: View on IAPD