Robert G Peelman
CFP®Professional Summary
Robert G Peelman, CFP® is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Cincinnati, Ohio. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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Contact Information
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP
Contact Information
Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598Phone Number
(925) 939-2500# of Employees
35SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,506AUM (Assets Under Management)
$3,105,927,342Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP
State Registrations and Notice Filings
(12/8/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert G Peelman's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
