CAPITAL ASSET MANAGEMENT, LLC

Overview

Capital Asset Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension-related consulting. Its stated fee model combines percentage-of-AUM billing with fixed fees, and it operates without an active ESG investment mandate. Investment behavior shows a clear equity bias: the firm favors exchange-traded equities as its primary holding type and supplements equity exposure with mutual funds and external real-estate oriented alternative managers. As an RIA with ties to broker-dealer and insurance industry counterparts, Capital Asset Management typically blends separately managed account structures with pooled fund exposures to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices