CAPITAL ASSET MANAGEMENT, INC.
  • CAPITAL ASSET MANAGEMENT, INC.

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/30/2021
Other registrations (3)
ADV Location COLUMBUS, OH, United States
Contact Info 614 xxxxxxx
Websites
AUM* 199,520,574 26%
of that, discretionary 196,119,644 25%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 595,584 14%
% High Net Worth 31.45% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

196M 168M 140M 112M 84M 56M 28M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ARY ROEPCKE MULCHAEY Filing Date09/11/2025 Form ADV-E View Report
Accounting Firm Name ARY ROEPCKE MULCHAEY Filing Date03/29/2024 Form ADV-E View Report
Accounting Firm Name ARY ROEPCKE MULCHAEY Filing Date09/15/2023 Form ADV-E View Report

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