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| Capital Asset Advisory Services LLC
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|---|---|
| CRD # | 110929 |
| SEC # | 801-67082 |
| CIK # | 0001666024 |
| AUM | 4,641.0 M (2026-03-26) |
| Employees | 136 (51% Investors, 12% Brokers) |
| Phone | 517-339-7662 |
| Address | 148 E Grand River Ave Williamston, MI 48895 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.1 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,218 | 1.1 |
| (b) Individuals (high net worth individuals) | 680 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 409 | 0.5 |
| (h) Charitable organizations | 31 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 276 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 18,187 | 4.6 |
| By Discretionary | ||
| Discretionary | 18,187 | 4.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18,187 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 18,187 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666024] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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