CRD: 288745
Capital Asset Management Group, Inc.
$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Crest matrix
- Established Date
- 08-11-2017
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Capital Asset Management Group, Inc.
Capital Asset Management Group, Inc. is a West Palm Beach, FL investment advisory and financial planning firm serving individuals and families. The practice focuses on retirement planning, income distribution strategies, and estate conservation, with ongoing portfolio monitoring and investor education. Investment implementation includes diversified public funds and ETFs, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$687.2K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Fusion Vital zenith Matrix summit
Client Personas
Element alpha
Custodian
Horizon Atlas Quantum pathway
Investment Themes
Prime
Investment Vehicles
Peak value
Services
Eagle Ember Oak crest Catalyst ember Quantum Capital Zenith signal Vertex eagle
Technology
Crest meridian
Owner & Executives
GREGORY PETER SAVIDGE
Chief Compliance Officer, President
- CRD
- #2828219
- Ownership
- 75% or more
(781) 847-3696
foundation.momentum@valuecapital.com
in linkedin.com/in/optima-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,800,000
Public Funds:
17.4% Equity - Exchange:
12.4% Cash:
6.8% U.S. Government/Agency:
16.2% Corporate - Investment Grade:
16.2% Corporate - Non-Investment Grade:
16.7% Municipal Bonds:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $208,062,912 | 17.4% |
| Equity - Exchange | $148,274,719 | 12.4% |
| Cash | $81,311,943 | 6.8% |
| U.S. Government/Agency | $193,713,746 | 16.2% |
| Corporate - Investment Grade | $193,713,746 | 16.2% |
| Corporate - Non-Investment Grade | $199,692,565 | 16.7% |
| Municipal Bonds | $170,994,233 | 14.3% |
| Total | $1,195,763,864 | 100.0% |