Capital Advisory Services

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

8240 Beckett Park Dr Ste B, West Chester...

Phone Number

(513) 942-7000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
1
1

About Capital Advisory Services

Capital Advisory Services, LLC is a registered financial firm that provides a diverse range of financial services and investment options tailored for individuals and small business owners. Their offerings include traditional investments as well as alternative options such as non-traded Real Estate Investment Trusts and gas & oil programs. The firm focuses on helping clients achieve their financial goals through services like retirement planning, asset management, and insurance. They also provide educational resources including online seminars, calculators, and newsletters to support informed financial decision-making.Explore more
Capital Advisory Services's Social MediaPopular SearchesCapital Advisory Services LLCCapital Advisory Servicescapadvisor.netMfi Investments GroupAdvisory Services LLCSIC Code 62,628NAICS Code 52,523Show more

Capital Advisory Services Org Chart

PhoneEmail
DL
United States flag for contact location.

Wealth Management Associate

PhoneEmail
KS
United States flag for contact location.

Reporting Data Analyst

PhoneEmail
BP
United States flag for contact location.

Owner and Investment Advisor

PhoneEmail
JF
United States flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Advisory Services

<$5M
1-10
Private
-
2000
DL
David LeisringWealth Management Associate
$6.6M
11-50
Private
-
1998
JS
Joseph SarappoPresident, CEO
<$5M
1-10
Private
-
-
DA
Daniel AltenauFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
DM
Darlene MoreheartExecutive Assistant
<$5M
1-10
Private
-
2012
JJ
Jeffrey JustInvestment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Advisory Services.

Capital Advisory Services Tech Stack

A closer look at the technologies used by Capital Advisory Services

Top Finance Companies

Frequently Asked Questions Regarding Capital Advisory Services

What is Capital Advisory Services's official website?
Capital Advisory Services's official website is www.capadvisor.net
What is Capital Advisory Services's Revenue?
Capital Advisory Services's revenue is <$5 Million
What is Capital Advisory Services's SIC code?
Capital Advisory Services's SIC: 62,628
What is Capital Advisory Services's NAICS code?
Capital Advisory Services's NAICS: 52,523
How many employees does Capital Advisory Services have?
Capital Advisory Services has 1-10 employees
What industry does Capital Advisory Services belong to?
Capital Advisory Services is in the industry of: Finance, Insurance, Securities Trading
What is Capital Advisory Services competition?
Capital Advisory Services top competitors include: Altenau Financial Services, Retirement Planning Specialists, J Just Investments, Rockhopper Financial
What technology does Capital Advisory Services use?
Some of the popular technologies that Capital Advisory Services uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact Capital Advisory Services?
Capital Advisory Services contact info: Phone number: (513) 942-7000 Website: www.capadvisor.net
What does Capital Advisory Services do?

Capital Advisory Services, LLC is a registered financial firm that provides a diverse range of financial services and investment options tailored for individuals and small business owners. Their offerings include traditional investments as well as alternative options such as non-traded Real Estate Investment Trusts and gas & oil programs. The firm... focuses on helping clients achieve their financial goals through services like retirement planning, asset management, and insurance. They also provide educational resources including online seminars, calculators, and newsletters to support informed financial decision-making.Read More

What are Capital Advisory Services social media links?
Capital Advisory Services Linkedin page Capital Advisory Services Twitter page Capital Advisory Services Facebook page
Is Capital Advisory Services a public company?
Capital Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Capital Advisory Services

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