Capital Asset Advisory Services, LLC.
● SEC registered since 2006CRD 110929SEC# 801-67082Williamston, MI
Reg. AUM
$4.64B
Employees
136
Accounts
18,187
Location
Williamston, MI
Capital Asset Advisory Services, LLC. assets under management
Capital Asset Advisory Services, LLC. is an investment advisory firm registered with the SEC based in Williamston, MI. The firm has been registered since 2006. It reports $4.6 billion in regulatory assets under management and employs 136 people.
Capital Asset Advisory Services, LLC. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Patrick Lesperance | Director Of Business Development | Under 5% | 2023 |
| Anthony Joseph Mazzali Control | Managing Member | 50-75% | 1999 |
| Jeffrey John Casey Control | Managing Member | 10-25% | 1999 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Asset Advisory Services, LLC. manage?
Capital Asset Advisory Services, LLC. reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Asset Advisory Services, LLC. have?
Capital Asset Advisory Services, LLC. reports 136 employees.
Where is Capital Asset Advisory Services, LLC. located?
Capital Asset Advisory Services, LLC. is based in Williamston, MI and has been SEC-registered since 2006.
Does Capital Asset Advisory Services, LLC. disclose fund performance?
Capital Asset Advisory Services, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 148 E Grand River Ave., Williamston, MI 48895 |
| Phone | 517-339-7662 |
| Fax | 517-339-1573 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1666024 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.64B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$4.64Bregulatory AUM
Discretionary $4.64B