Overview
Assets Under Management: $159 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 40
Average Client Assets: $4 million
Frequently Asked Questions
CAPITAL ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120597), CAPITAL ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CAPITAL ASSET MANAGEMENT, INC. is headquartered in COLUMBUS, OH.
CAPITAL ASSET MANAGEMENT, INC. serves 40 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, CAPITAL ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAPITAL ASSET MANAGEMENT, INC. manages $159 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, CAPITAL ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.50
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 304
Discretionary Accounts: 303
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 120597
Last Filing Date: 2024-03-26 00:00:00
Website: https://www.capitalassetmgmt.com