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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorFocus
- Established Date
- 03-24-2000
- Office Locations
- 1
Office Locations
About Capital Asset Management, Inc.
Capital Asset Management (CAM) is an independent multi-family office in Columbus, OH serving affluent individuals and families with objective wealth management. The firm combines asset allocation and risk management with financial, estate, and tax planning, often implementing portfolios through ETFs and mutual funds. Custody is primarily with Schwab and Fidelity/NFS, and the team publishes quarterly commentary via its newsletter.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
CHRISTOPHER TODD FRY
FOUNDER, Owner
- CRD
- #2230287
- Ownership
- 75% or more
JAMES ERIC RICE
Chief Compliance Officer, Chief Operations Officer, VICE PRESIDENT
- CRD
- #5250489
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,119,644 | $588,948 |
| Non-Discretionary | $3,400,930 | $1,700,465 |
| Total | $199,520,574 | $595,584 |
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Separately Managed Accounts
Total SMA Asset: $199,520,574
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,502,444,166 | 31.3% |
| Equity - Exchange | $1,070,431,466 | 22.3% |
| Cash | $1,056,031,043 | 22.0% |
| Other | $1,171,234,430 | 24.4% |
| Total | $4,800,141,105 | 100.0% |