Capital Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 23, 2026, reports $209M in regulatory assets under management, 5 employees, 2 offices, and 340 accounts.
Assets Under Management
$209M
Employees
5
Offices
2 offices
Total Clients
162
Primary office
DENVER, CO
1800 GLENARM PLACE, SUITE 703, DENVER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
114
2
HNWI
28.4%
46
3
Pension Plans
1.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of March 23, 2026
Discretionary82.9%
$173M
83% of total RAUM82.9%
Non-discretionary17.1%
$36M
17% of total RAUM17.1%
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.
Total AUM$209M
Total Accounts340
10Y AUM Change+$102M (+94.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+2 (+66.7%)
* 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.