CAPITAL ASSET ADVISORY SERVICES, LLC.
Legal name: CG ADVISORY SERVICES
CRD #110929 SEC #801-67082 WILLIAMSTON, MI 517-339-7662
SEC Registered
Total AUM
$4B
Discretionary
$4B
Employees
136
Clients
26
Accounts
17,952
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4B | $4B | $0 | 136 | 0 |
| Sep 2025 | $4B | $4B | $0 | 136 | 0 |
| Mar 2025 | $4B | $4B | $0 | 136 | 0 |
| Mar 2024 | $3.2B | $3.2B | $0 | 130 | 0 |
| Jul 2023 | $2.7B | $2B | $655.5M | 80 | 0 |
| Apr 2023 | $2.7B | $2B | $655.5M | 80 | 0 |
| Mar 2023 | $2.7B | $2B | $655.5M | 80 | 0 |
| Jan 2023 | $2.9B | $2.3B | $563.7M | 80 | 0 |
| Nov 2022 | $2.9B | $2.3B | $563.7M | 80 | 0 |
| Mar 2022 | $2.9B | $2.3B | $563.7M | 80 | 0 |
| Jan 2022 | $2.6B | $2.1B | $520.8M | 70 | 0 |
| Mar 2021 | $2.6B | $2.1B | $520.8M | 70 | 0 |
| Feb 2021 | $2.2B | $2B | $267.4M | 70 | 0 |
| Feb 2021 | $2.2B | $2B | $267.4M | 70 | 0 |
| Dec 2020 | $2.2B | $2B | $267.4M | 70 | 0 |
| Jul 2020 | $2.2B | $2B | $267.4M | 70 | 0 |
| Jun 2020 | $2.2B | $2B | $267.4M | 70 | 0 |
| Mar 2020 | $2.2B | $2B | $267.4M | 70 | 0 |
| Dec 2019 | $1.9B | $1.7B | $227.4M | 65 | 0 |
| Apr 2019 | $1.9B | $1.7B | $227.4M | 65 | 0 |
| Mar 2019 | $1.9B | $1.7B | $227.4M | 65 | 0 |
| Sep 2018 | $1.6B | $1.2B | $444.6M | 51 | 0 |
| Sep 2018 | $1.6B | $1.2B | $444.6M | 51 | 0 |
| Mar 2018 | $1.6B | $1.2B | $444.6M | 51 | 0 |
| Jun 2017 | $1.4B | $605.7M | $800.4M | 52 | 9,000 |
| Mar 2017 | $1.4B | $605.7M | $800.4M | 52 | 9,000 |
| Dec 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Nov 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Oct 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Oct 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Aug 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Aug 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Mar 2016 | $1.1B | $487.7M | $633.9M | 67 | 5,000 |
| Apr 2015 | $1.1B | $526.9M | $620.4M | 67 | 8,000 |
| Mar 2015 | $1.1B | $526.9M | $620.4M | 67 | 8,000 |
| Dec 2014 | $1B | $451.8M | $552.6M | 60 | 5,833 |
| May 2014 | $1B | $451.8M | $552.6M | 60 | 5,833 |
| May 2014 | $1B | $451.8M | $552.6M | 61 | 5,833 |
| Apr 2014 | $1B | $451.8M | $552.6M | 61 | 5,833 |
| Mar 2014 | $1B | $451.8M | $552.6M | 61 | 5,833 |
| Mar 2014 | $1B | $451.8M | $552.6M | 61 | 5,833 |
| Jan 2014 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Dec 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Dec 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Aug 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Jul 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Jul 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Jun 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Mar 2013 | $725.6M | $371.9M | $353.7M | 44 | 5,080 |
| Jan 2013 | $617M | $371.9M | $245.1M | 44 | 5,080 |
| Dec 2012 | $617M | $371.9M | $245.1M | 44 | 5,080 |
| Dec 2012 | $617M | $371.9M | $245.1M | 44 | 5,080 |
| Oct 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Aug 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Aug 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Jul 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Jun 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| May 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| May 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Apr 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Mar 2012 | $414.6M | $216.1M | $198.4M | 11 | 3,100 |
| Jan 2012 | $480.6M | $216.1M | $264.4M | 11 | 2,500 |
| Aug 2011 | $398.4M | $178.6M | $219.8M | -- | -- |
| Jul 2011 | $398.4M | $178.6M | $219.8M | -- | -- |
| Apr 2011 | $398.4M | $178.6M | $219.8M | -- | -- |
| Mar 2010 | $207.1M | $109.6M | $97.6M | -- | -- |
| Apr 2009 | $109.7M | $58.3M | $51.4M | -- | -- |
| Nov 2007 | $48M | $48M | $0 | -- | -- |
| Nov 2007 | $48M | $48M | $0 | -- | -- |
| Jun 2007 | $48M | $48M | $0 | -- | -- |
| Feb 2007 | $44.5M | $30M | $14.5M | -- | -- |
DateOct 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees136
Clients0
DateSep 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees136
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees136
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees130
Clients0
DateJul 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$655.5M
Employees80
Clients0
DateApr 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$655.5M
Employees80
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$655.5M
Employees80
Clients0
DateJan 2023
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$563.7M
Employees80
Clients0
DateNov 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$563.7M
Employees80
Clients0
DateMar 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$563.7M
Employees80
Clients0
DateJan 2022
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$520.8M
Employees70
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.1B
Non-Disc.$520.8M
Employees70
Clients0
DateFeb 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateFeb 2021
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateDec 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateJul 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2B
Non-Disc.$267.4M
Employees70
Clients0
DateDec 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$227.4M
Employees65
Clients0
DateApr 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$227.4M
Employees65
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$227.4M
Employees65
Clients0
DateSep 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$444.6M
Employees51
Clients0
DateSep 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$444.6M
Employees51
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$444.6M
Employees51
Clients0
DateJun 2017
Total AUM$1.4B
Discretionary$605.7M
Non-Disc.$800.4M
Employees52
Clients9,000
DateMar 2017
Total AUM$1.4B
Discretionary$605.7M
Non-Disc.$800.4M
Employees52
Clients9,000
DateDec 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateNov 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateOct 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateOct 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateAug 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateAug 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateMar 2016
Total AUM$1.1B
Discretionary$487.7M
Non-Disc.$633.9M
Employees67
Clients5,000
DateApr 2015
Total AUM$1.1B
Discretionary$526.9M
Non-Disc.$620.4M
Employees67
Clients8,000
DateMar 2015
Total AUM$1.1B
Discretionary$526.9M
Non-Disc.$620.4M
Employees67
Clients8,000
DateDec 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees60
Clients5,833
DateMay 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees60
Clients5,833
DateMay 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees61
Clients5,833
DateApr 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees61
Clients5,833
DateMar 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees61
Clients5,833
DateMar 2014
Total AUM$1B
Discretionary$451.8M
Non-Disc.$552.6M
Employees61
Clients5,833
DateJan 2014
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateDec 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateDec 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateAug 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateJul 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateJul 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateJun 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateMar 2013
Total AUM$725.6M
Discretionary$371.9M
Non-Disc.$353.7M
Employees44
Clients5,080
DateJan 2013
Total AUM$617M
Discretionary$371.9M
Non-Disc.$245.1M
Employees44
Clients5,080
DateDec 2012
Total AUM$617M
Discretionary$371.9M
Non-Disc.$245.1M
Employees44
Clients5,080
DateDec 2012
Total AUM$617M
Discretionary$371.9M
Non-Disc.$245.1M
Employees44
Clients5,080
DateOct 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateAug 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateAug 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateJul 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateJun 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateMay 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateMay 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateApr 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateMar 2012
Total AUM$414.6M
Discretionary$216.1M
Non-Disc.$198.4M
Employees11
Clients3,100
DateJan 2012
Total AUM$480.6M
Discretionary$216.1M
Non-Disc.$264.4M
Employees11
Clients2,500
DateAug 2011
Total AUM$398.4M
Discretionary$178.6M
Non-Disc.$219.8M
Employees--
Clients--
DateJul 2011
Total AUM$398.4M
Discretionary$178.6M
Non-Disc.$219.8M
Employees--
Clients--
DateApr 2011
Total AUM$398.4M
Discretionary$178.6M
Non-Disc.$219.8M
Employees--
Clients--
DateMar 2010
Total AUM$207.1M
Discretionary$109.6M
Non-Disc.$97.6M
Employees--
Clients--
DateApr 2009
Total AUM$109.7M
Discretionary$58.3M
Non-Disc.$51.4M
Employees--
Clients--
DateNov 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees--
Clients--
DateJun 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$44.5M
Discretionary$30M
Non-Disc.$14.5M
Employees--
Clients--