Capital Asset Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

6,612

Total plan assets

$2.2B

Filings (rows)

Direct comp

$725K

Indirect comp

Showing only "CAPITAL ASSET ADVISORS"

View all 8 variants aggregated →

CAPITAL ASSET ADVISORY SERVICES27 CAPITAL ASSET ADVISORY SVCS19 CAPITAL ASSET ADVISORS6 CAPITAL ASSET ADVISORY SERVICES LL5 CAPITAL ASSET MONITORING3 CAPITAL ASSET ADVISORY SERVICES SVS2 CAPITAL ASSET MANAGEMENT

SERVICES PROVIDED

Investment manager6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Theatrical Teamsters Local 817 Pension Fund Local 817 IBT Pension Fund · all filings	GREAT NECK, NY	Investment manager	1,251	$752.8M	$200K	$0
Theatrical Teamsters Local 817 Pension Fund Local 817 IBT Pension Fund · all filings	GREAT NECK, NY	Investment manager	1,079	$625.3M	$200K	$0
Theatrical Teamsters Local 817 Pension Fund Local 817 IBT Pension Fund · all filings	GREAT NECK, NY	Investment manager	1,488	$566.3M	$175K	$0
Teamsters Local 817 Welfare Fund Local 817 IBT Welfare Fund · all filings	GREAT NECK, NY	Investment manager	539	$98.6M	$50K	$0
Teamsters Local 817 Welfare Fund Local 817 IBT Welfare Fund · all filings	GREAT NECK, NY	Investment manager	1,081	$97.0M	$50K	$0
Teamsters Local 817 Welfare Fund Local 817 IBT Welfare Fund · all filings	GREAT NECK, NY	Investment manager	1,174	$74.8M	$50K	$0