Telephone Number

1 (877) 807-2079

Secondary Menu

About Us
Meet our Team
Locations
Articles
Careers
Login
Contact Us

Business
Personal
Financial Professionals
Request a Meeting

Contact Us

Call our office at (877)807-2079 or use the form below to send us an email.

*

Request a Meeting
1 (877) 807-2079

Personal
Business
Financial Professionals
- About Us
- Meet Our Team
- Locations
- Articles
- Careers
- Contact Us

Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.

We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, & WI. This is not an offer to sell securities in any other state or jurisdiction.

Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor. Securities offered through Geneos Wealth Management, Inc. Member FINRA & SIPC.

Capital Asset Advisory Services, LLC Disclosures and Privacy

Geneos Wealth Management, Inc Privacy Policy

By clicking on certain links, you will leave our website. The link you have selected may be located on another server. We have not independently verified the information available through outside links. The links are provided to you as a matter of interest.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by the state; or (b) are excluded or exempted from the state's licensure requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.