Capital Advisory Services, LLC Email Format

Financial ServicesOhio, United States2-10 Employees

Capital Advisory Services, LLC operates in the financial services sector, offering investment advisory services to clients while securities are provided through a separate broker-dealer, Berthel Fisher & Company Financial Services Inc. The arrangement positions the firm as a fiduciary intermediary that coordinates advisory guidance with securities offerings through its affiliated entities, underlining a split between advisory and brokerage activities. Based in West Chester, Ohio, the firm serves clients with a structure that indicates a small team focused on delivering personalized financial services. The company emphasizes standard industry disclosures and regulatory protections, referencing FINRA and SIPC membership for its brokerage partner and standard investor risk factors associated with investing. A recent context note indicates the firm’s ongoing operation within a framework of independent advisory services distinct from its broker-dealer counterpart.

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