Capital Assets

Overview

Capital Assets is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm favors liquid equity exposure as its primary allocation tool, using exchange-traded instruments for core portfolios and tactical positioning. Its business model is percentage-of-AUM advisory, directed at a compact client base rather than institutional mandates. Capital Assets is not presented as an ESG-focused or multi-state adviser and does not act as a capital allocator to outside managers in a discretionary capacity beyond its stated allocations to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices