C
CRD: 108215
Capital Assets
Naples, FL
2397775499
$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
35 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-1990
- Office Locations
- 1
Office Locations
-- Naples FL
About Capital Assets
Capital Assets is a Naples-based RIA. The firm has been operating for 35 years. Managing $15.9M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$15.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
35.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Owner & Executives
E
EDRICK CHARLES FLEWELLING
Chief Compliance Officer, Director of Sales, President, TREASURER, VICE PRESIDENT
- CRD
- #1050609
- Ownership
- 75% or more
(245) 282-8155
vital.ridge@embercapital.com
in linkedin.com/in/focus-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,858,168 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,858,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,858,168
Equity - Exchange:
42.8% Cash:
37.3% Municipal Bonds:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,336,912,860 | 42.8% |
| Cash | $2,036,608,637 | 37.3% |
| Municipal Bonds | $1,086,555,279 | 19.9% |
| Total | $5,460,076,776 | 100.0% |