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CAPITAL ASSET MANAGEMENT, INC.
CRD 120597 · SEC 801-121081
445 HUTCHINSON AVENUE, SUITE 270, COLUMBUS, OH, 43235-8615, United States
Phone
614-515-5510
Fax
614-635-1398
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.5M
Discretionary AUM
$196.1M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $20.1M |
| High net worth individuals | 39 | $162.2M |
| Banking/thrift institutions | 4 | $1.3M |
| Pension/profit sharing plans | 2 | $3.4M |
| Charitable organizations | 3 | $4.2M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD