# Capital Asset Advisory Services (CAAS)

Capital Asset Advisory Services (CAAS) is a Bank / Wealth / Trust based in Haslett, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Haslett, United States
- **Region:** North America
- **Address:** Haslett, MI, United States
- **Assets under management:** Undisclosed
- **Website:** capitalassetadvisory.com
- **LinkedIn:** linkedin.com/company/capital-asset-advisory-services-llc

## Regulatory record

- **Reports private funds:** No

## About

Capital Asset Advisory Services was established in Haslett, Michigan, to provide integrated wealth management for professionals, retirees, and business owners. The firm operates as a fee-only Registered Investment Advisor, a structure that legally obligates it to act as a fiduciary for every client. This means the firm cannot earn commissions on product sales, aligning its compensation directly with the performance and health of client portfolios rather than transaction volume. The firm's investment process emphasizes strategic asset allocation using low-cost, tax-efficient vehicles including individual equities, bonds, exchange-traded funds, and mutual funds. CAAS constructs portfolios tailored to individual risk tolerance and cash-flow needs rather than benchmarking against generic market indices. Financial planning services — cash-flow modeling, Social Security optimization, required minimum distribution strategies, and estate plan coordination — are delivered as part of the ongoing advisory relationship. The firm works with local accountants and estate attorneys to execute planning recommendations but does not provide in-house tax-preparation or legal-document drafting. CAAS maintains a single-office footprint in Haslett, serving clients throughout the greater Lansing metropolitan area and across Michigan. There are no known adjacent vehicles, philanthropic foundations, or institutional separate accounts. The firm's technology stack and custodial relationships are not publicly detailed, though RIAs of this profile typically custody client assets at a third-party custodian such as Schwab or Fidelity. Structurally, CAAS differs from large wirehouse advisory teams or broker-dealer-affiliated practices through its independent, fee-only fiduciary posture. The firm is not part of an aggregator platform, bank, or insurance company. This independence allows the advisory team to recommend solutions without pressure from a parent entity's product shelf, though it also means the firm must source its own research, compliance infrastructure, and technology without institutional backing.

## Questions

### Who runs investment decisions at Capital Asset Advisory Services?

Principals and leadership are not publicly identified in regulatory filings or firm communications. As a state-registered Investment Advisor in Michigan, CAAS is required to file Form ADV Part 2B disclosing its key advisory personnel, though this document is not available without a direct request to the firm or review of state records.

### Is CAAS a fiduciary?

Yes. As a Registered Investment Advisor (RIA), the firm is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary, placing client interests ahead of its own. This duty applies to both investment management and financial planning services delivered through the advisory agreement.

### How does Capital Asset Advisory Services charge for its services?

The firm operates on a fee-only model, with compensation based on a percentage of assets under management or a fixed planning retainer. This structure eliminates commission-based conflicts inherent in broker-dealer or dual-registered practices, aligning advisor compensation with portfolio outcomes rather than product sales.

### Does CAAS provide in-house tax or estate planning?

The firm does not appear to provide in-house tax preparation or legal services. Its model coordinates financial planning recommendations with the client's external accountants and estate attorneys, focusing on plan design and implementation coordination rather than document drafting or tax return preparation.

## Related profiles

- [Capital Advisory Group](https://altss.com/profile/capital-advisory-group)
- [Capital Asset Management Corporation](https://altss.com/profile/capital-asset-management-corporation)

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Last updated: 2026-08-11T02:43:31.692Z

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