Capital Asset Management, Inc.

Capital Asset Management, Inc.

Columbus, Ohio

Capital Asset Management, Inc., located in Columbus, OH, is a reputable investment advisory firm. With a single office, the company operates with a team of three employees, two of whom specialize in providing expert investment advisory services. On average, each investment advisor manages around $68,900,000 in assets, which aligns with industry standards. Capital Asset Management, Inc. offers a flexible compensation structure, including a percentage of assets under management. While their portfolio primarily comprises discretionary assets, they also possess the ability to oversee employer funds, although 401K and individual accou...see more

Assets Under Mgmt

$137.8M

Investment Professionals

2

Locations

0

% 401K & Individual

9%

% Discretionary

99%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Capital Asset Management, Inc.

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website