CAPITAL ASSET MANAGEMENT, INC.

445 Hutchinson Avenue, Suite 270
Columbus, Ohio 43235-8615
Tel: 614-515-5510

About CAPITAL ASSET MANAGEMENT, INC.

CAPITAL ASSET MANAGEMENT, INC, formally registered with the SEC as CAPITAL ASSET MANAGEMENT, INC. The firm was established in 04/30/2021. They have over 1 offices throughout the country.

CAPITAL ASSET MANAGEMENT, INC. is a Columbus, Ohio based Financial Planning firm with nearly $158,626,644 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120597
SEC#	801-121081
Assets Managed by Firm	$158,626,644
No. of Clients	304
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	304	$158,626,644
Individuals (other than high net worth individuals)	70	$18,470,012
High net worth individuals	38	$108,632,151
Pension and profit sharing plans	1	$2,230,135
Charitable organizations	6	$3,778,684
Corporations or other businesses	3	$2,201,704

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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