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Capital Advisory Services Logo
Capital Advisory Services CB Rank
3069256
Heat Score
36
Capital Advisory Services is an investment advisory and financial planning company.
Private West Chester, Ohio, United States1-10 www.capadvisor.net
Advice
Finance
Financial Services
Overview

Capital Advisory Services
Heat Score
36

Growth Score
pts
in past quarter
Heat Score 36
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Capital Advisory Services

CB Rank
3069256
Capital Advisory Services is an investment advisory and financial planning company.
Private West Chester, Ohio, United States1-10 www.capadvisor.net
Advice
Finance
Financial Services

Details

Legal Name Capital Advisory Services, LLC
Operating Status Active
Company Type For Profit
Phone Number 1 (800) 891-6458
Contact Email jpowell@capadvisor.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service to help individuals and small business owners plan and manage their retirement savings and income strategies.
Asset Management
A service that manages investment portfolios for clients to meet their financial goals through various investment options.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News

News and Press

News•Sep 16, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

211

IT Spend

$59.1KThis year, Capital Advisory Services is projected to spend $59.1K on IT, according to Aberdeen.

Active Website Tech Count

3Capital Advisory Services is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 100m, and  Time Warner.
Sub-Organizations
Frequently Asked Questions

Where is Capital Advisory Services's headquarters? Capital Advisory Services is located in West Chester, Ohio, United States.Who are Capital Advisory Services's competitors? Alternatives and possible competitors to Capital Advisory Services may include WRS Wealth Advisors, Nestlerode & Loy, and  Fleishel Financial Associates.
Who We Are
What We Do
Helpful Links
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