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DL

David P. Leisring

CAPITAL ADVISORY SERVICES
West Chester, OH 45069
Some features on this profile are disabled
CRD#: 7805517
DL

Professional summary

David Peter Leisring is a registered financial advisor currently at CAPITAL ADVISORY SERVICES, LLC located in West Chester, Ohio and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in West Chester, Ohio.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. David has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Peter Leisring's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 1, 2026 - Present

CAPITAL ADVISORY SERVICES, LLC

Office #1: 8240 Beckett Park Drive Suite B, West Chester, OH 45069
RIA
CRD#: 121227
West Chester, OH
Current

October 24, 2023 - Present

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Office #1: 8240 Beckett Park Drive Suite B, West Chester, OH 45069
RIA
BD
CRD#: 13609
West Chester, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(5/21/2024)
RR
Florida
(7/23/2025)
RR
Indiana
(3/25/2024)
IAR
Indiana
(1/6/2026)
RR
Kentucky
(7/16/2025)
IAR
Kentucky
(1/1/2026)
RR
Michigan
(8/11/2025)
RR
Ohio
(12/12/2023)
RR
Tennessee
(10/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/24/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/5/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CAPITAL ADVISORY SERVICES, LLC
CAPITAL ADVISORY SERVICES | POWELL, JAMIE M | FINANCIAL COUNSELING & INSURANCE SERVICES | CAPITAL ADVISORY SERVICES, LLC

CRD#: 121227 / SEC#:

Florida
Registered Investment Advisory firm - (10/18/2022 Approved)
Indiana
Registered Investment Advisory firm - (1/10/2005 Approved)
Kentucky
Registered Investment Advisory firm - (4/22/2010 Approved)
Ohio
Registered Investment Advisory firm - (1/14/2005 Approved)
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Contact information

Main Address
8240 Beckett Park Drive Suite B, West Chester, OH 45069
Mailing Address
Phone number
(513) 942-7000
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1,194
AUM (Assets Under Management)$ 90,311,195

Red Flags

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.

Company Information

CAPITAL ADVISORY SERVICES, LLC

CRD#: 121227West Chester, OH 45069

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