Capital Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 27, 2026, reports $200M in regulatory assets under management, 3 employees, and 335 accounts.
Assets Under Management
$200M
Employees
3
Offices
--
Total Clients
124
Primary office
COLUMBUS, OH
445 HUTCHINSON AVENUE, SUITE 270, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
63
2
HNWI
31.5%
39
3
UNASSIGNED
10.5%
13
4
Banks
3.2%
4
5
Charitable
2.4%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 27, 2026
Discretionary98.3%
$196M
98% of total RAUM98.3%
Non-discretionary1.7%
$3M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts335
10Y AUM Change+$70M (+53.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.