Capital Asset Advisory Services LLC
Capital Asset Advisory Services, LLC is an SEC-registered investment adviser headquartered in Williamston, Michigan. The firm was founded in 2004 and, as of March 2025, manages approximately $4 billion in assets for nearly 18,000 client accounts. CAAS primarily serves individual investors, including both high-net-worth and non-high-net-worth individuals, as well as charitable organizations and some pension plans. The leadership includes Anthony Joseph Mazzali as Managing Member. The firm employs around 136 professionals, including advisors and support staff, and delivers comprehensive wealth management and financial advisory services.
Investment Strategy
Capital Asset Advisory Services, LLC employs a combination of fundamental and technical analysis to advise clients and manage portfolios. The firm's fundamental approach seeks to assess the intrinsic value of securities by examining economic, industry, and company-specific financial data, aiming to identify underpriced or overpriced securities. Technical analysis is also used to identify market trends and recurring patterns to inform tactical allocations. The firm’s services are primarily tailored for individual investors and emphasize diversified, customized portfolios created to meet clients’ long-term investment goals while considering risk tolerance and market conditions.
Top Holdings
Equity Positions (282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 13.95% | $323.0M | 1,049,246 | $184.60 | $307.86 | +$24.0M |
A AGG | ISHARES TR | 7.06% | $163.5M | 1,630,984 | $97.18 | $100.25 | +$5.8M |
I IDEV | ISHARES TR | 4.44% | $102.7M | 1,281,451 | $57.92 | $80.17 | +$6.5M |
S SPDW | SPDR INDEX SHS FDS | 3.60% | $83.5M | 1,950,581 | $32.55 | $42.79 | +$10.1M |
V VO | VANGUARD INDEX FDS | 3.03% | $70.3M | 239,167 | $216.40 | $293.74 | +$3.5M |