David Allen Gottschalk

Employer firm

Capital Asset Advisory, Inc. CRD 125685

$60.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Capital Asset Advisory
  Ponte Vedra Beach, FL

Other Businesses

#1 Name and Address: Guana View Properties, LLC located at 8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL 32216. Nature of Business: Guana View Properties is a Limited Liability Company that was set up to buy the building that houses Capital Asset Advisory, Inc. This was set up on the advice of an accountant as a holding company for property. Position: David Gottschalk is the Owner/President and there are no duties associated with Guana View Properties, LLC. Start Date: 08/18/2005 Hours per month dedicated to this business: None, only a holding company. Hours during securities trading hours: None

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-28