CAPITAL ASSET MANAGEMENT, INC.

Overview

Capital Asset Management, Inc. is an independent, advisor-owned registered investment adviser that provides fee-based portfolio management and financial planning primarily for individuals, families and small businesses. The firm operates as a capital allocator, favoring managed public funds and third-party managers rather than running a large internal alternative platform. It is not an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a pension consultant. The business model centers on discretionary portfolio management — the firm manages nearly all client assets on a discretionary basis — and charges clients a percentage-of-assets fee. Services emphasize individualized portfolio construction using pooled public products and external managers. Advisory coverage focuses on traditional wealth-management needs (planning plus portfolio management) for high-net-worth households and small institutional clients. As a corporate entity controlled by an individual owner, the firm blends personal stewardship with outsourced manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices