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Adam Patrick Lesperance

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan
SIE, Series 6, Series 7, Series 63CFPChFCClean record17 years registeredCAPITAL ASSET ADVISORY SERVICES, LLC.
148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 4249723Firm CRD# 110929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Patrick Lesperance · WILLIAMSTON, MI
Registration
CRD #4249723 · CAPITAL ASSET ADVISORY SERVICES, LLC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CG ADVISORY SERVICES
Sep 2010 – present
INVEST FINANCIAL CORPORATION
Jan 2009 – Feb 2011
HASLETT, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · January 29, 2009
Years registered · 17
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CRD 110929 · SEC 801-67082
AUM
$3.2B
Regulatory assets under management
Employees
130
17,241 client accounts
Services offered by CAPITAL ASSET ADVISORY SERVICES, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
Introduction

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05

Frequently Asked Questions

What services does Adam Patrick Lesperance offer?
Adam Patrick Lesperance specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.
What are Adam Patrick Lesperance's credentials?
Adam Patrick Lesperance holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam Patrick Lesperance located?
Adam Patrick Lesperance is based in WILLIAMSTON, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.
How does Adam Patrick Lesperance charge for services?
Adam Patrick Lesperance's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?
CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ASSET ADVISORY SERVICES, LLC.

Anthony Joseph Mazzali
WILLIAMSTON, MI
CFPChFC
Mark David Parker
HASLETT, MI
Jonathan Lee Cohen
HASLETT, MI
CFP
Jeffrey John Casey
WILLIAMSTON, MI
CFPChFC
David Michael Robinson
HASLETT, MI
CFP
Kenneth Patrick Evangelista
WILLIAMSTON, MI

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