Capital Asset Management Group, Inc.

Overview

Capital Asset Management Group, Inc. is an independent RIA focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm operates with an owner-type individual model and charges clients through a percentage-of-AUM fee schedule supplemented by hourly fees for planning or advisory work. It is not positioned as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor or a multi-state adviser. Investment activity centers on pooled public vehicles as the core of client portfolios, with a secondary sleeve of alternative exposures. The firm’s allocation approach appears conservative and scaled to relatively compact client relationships: public funds and mutual funds form the primary building blocks for core equities and fixed income exposure, while selected external managers provide access to real assets and commodity strategies. Advisory services are targeted at individuals and small business owners rather than institutional or wholesale channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices