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Capital Advisory Services, LLC Employee Directory

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.

Find Capital Advisory Services, LLC employees' phone numbers or email addresses

Capital Advisory Services, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Capital Advisory Services, LLC's Leadership

  • Stylized image of a person
    M. E.
    Investment Advisor Rep
    Mobile Phone

Capital Advisory Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Capital Advisory Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. E.
    Investment Advisor Rep
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Capital Advisory Services, LLC known for?

Minus sign iconPlus sign iconCapital Advisory Services, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-419-238-****
. Explore Capital Advisory Services, LLC's company overview page for more information.

What is Capital Advisory Services, LLC's most common email format?

Minus sign iconPlus sign iconCapital Advisory Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Advisory Services, LLC email formats with LeadIQ.

How many employees does Capital Advisory Services, LLC have currently?

Minus sign iconPlus sign iconCapital Advisory Services, LLC has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital Advisory Services, LLC's key employees and leadership?

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As of August 2026, Capital Advisory Services, LLC's key employees include:

  • Investment Advisor Rep: M. E.

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