Our Firm

Capital Advisory Services, LLC  is an independent investment advisory and financial planning firm with offices in both the Beckett Ridge area of West Chester, Ohio and Van Wert, Ohio.  Our firm was founded with the goal of adding value to our client's overall financial health.  Over the years, the bonds we have formed with our clients and the relationships we have developed have been the most rewarding aspects of our business. With over 95 years of investment experience between us, we are able to provide a high level of expertise across a broad spectrum of financial services and investments. 

Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, Iowa is our Broker Dealer.  They provide our back office support, oversee our business, and simultaneously conduct due diligence on the alternative investment products we offer.

Our staff is dedicated to providing extraordinary personalized service to our clients.  Jamie, Russ, Mark and Scott are Investment Advisor Representatives with our firm and Erika, Jen, Sheila, Christy and Jessica make up our Client Services Team.

Our goal is to conduct business on a daily basis with: honesty, integrity, competence, and professionalism.  Our values include: service, partnership, family, community, education, caring, compassion and the commitment to "Always Do The Right Thing" for our clients. 

Our fees are very reasonable and we prefer to base them on account value.  Consequently, our compensation is based on a percentage of your account value not how many trades we place.  If we recommend an investment, the reason is to help maximize your wealth not generate a trading commission. 

We believe in supporting the business community through our participation in both the Fairfield Chamber of Commerce and the Van Wert Chamber of Commerce. We also believe in giving back to the community and we provide financial support to several local charities.  Additionally, at Capital Advisory Services, LLC we personally give of our time by volunteering with several community service organizations.