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CAPITAL ASSET MANAGEMENT, LLC
CRD 284505 · SEC 801-123577
1800 GLENARM PLACE, SUITE 703, DENVER, CO, 80202, United States
Phone
303-832-7770
Fax
303-832-7774
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.8M
Discretionary AUM
$173.0M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $30.2M |
| High net worth individuals | 46 | $142.9M |
| Pension/profit sharing plans | 2 | $35.8M |
States served
CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD