Michael G. Stanis
CFP®Professional Summary
Michael G. Stanis, CFP®, who also goes by Michael Stanis, Mike Stanis, is a registered financial advisor currently at JOHNSON INVESTMENT COUNSEL, INC. located in Cincinnati, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Stanis, Mike Stanis
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
JOHNSON INVESTMENT COUNSEL, INC.
Contact Information
Main Address
3777 West Fork Road, Cincinnati, OH 45247Phone Number
(513) 661-3100# of Employees
164SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
18,154AUM (Assets Under Management)
$22,984,966,859Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/25/2026 | Cover Page | Report |
| 09/22/2025 | Cover Page | Report |
| 06/12/2024 | Cover Page | Report |
| 10/20/2023 | Cover Page | Report |
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CAPITAL ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
JOHNSON INVESTMENT COUNSEL, INC.
State Registrations and Notice Filings
(4/30/2024)
(3/18/2024)
(4/25/2024)
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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CRS (Client Relationship Summary) - RIA
JOHNSON INVESTMENT COUNSEL, INC. — Registered Investment Advisory firm
Version Date: Fri, Mar 25, 2022
Johnson Investment Counsel, Inc. (“Johnson”) is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory servicesand fees differ and it is important for you, our client, to understand the differences. Additionally, free and simple tools areavailable to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. This document is a summary of the services and fees we offerto "retail" investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.
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CAPITAL ADVISORY SERVICES, LLC