$208.8M Total AUM
$173.0M Disc. AUM
20.4% 3Y CAGR
5 Employees
162 ADV. Clients
9 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2016
- Office Locations
- 3
Office Locations
1800 Glenarm Place Suite 703 Denver CO
-- Baton Rouge LA
-- Ridgway CO
About Capital Asset Management, LLC
Capital Asset Management, LLC is a Denver-based RIA providing private wealth management and personalized, retirement-focused financial planning, with support for estate planning and insurance needs. The firm emphasizes disciplined portfolio construction and transparent client communication, and primarily implements allocations using ETFs alongside fixed income. Custody relationships include Fidelity/NFS and SEI.
Team overview
-- AVG AGE
$52.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
MATTHEW DAVID HICKEY
Chief Compliance Officer
- CRD
- #1538384
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
Chad Gregory Hume
--
- CRD
- #6846572
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J
Joseph Charles Maslowski
Investment Specialist
- CRD
- #2998705
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,042,824 | $511,961 |
| Non-Discretionary | $35,769,413 | $17,884,707 |
| Total | $208,812,237 | $614,154 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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