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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Asset Management Inc
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| CRD # | 120597 |
| SEC # | 801-121081 |
| CIK # | |
| AUM | $180.1 M (2025-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-515-5510 |
| Address | 445 Hutchinson Avenue, Suite 270 Columbus, OH 43235-8615 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 19.0 |
| (b) Individuals (high net worth individuals) | 40 | 146.7 |
| (c) Banking or thrift institutions | 4 | 1.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.6 |
| (h) Charitable organizations | 6 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.0 |
| (n) Other | 10 | 4.8 |
| Total | 326 | 180.1 |
| By Discretionary | ||
| Discretionary | 324 | 177.4 |
| Non-Discretionary | 2 | 2.6 |
| Total | 326 | 180.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.1 | |
| Total | 326 | 180.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Filigree Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Rayburn West Financial Services LLC
✚
|
TN | 0.2 |
|
East Guilford Financial Services LLC
✚
|
CT | 0.2 |
|
Executive Financial Services Inc
✚
|
MI | 0.2 |
|
Henson-Edgewater Management LLC
✚
|
OH | 0.2 |
|
Blong Financial LLC
✚
|
TN | 0.2 |
|
Flagship Capital Management Inc
✚
|
PA | 0.2 |
|
Simplified Wealth Management LLC
✚
|
MS | 0.2 |
|
Vanheel Management Limited
✚
|
0.2 | |
|
Oaktree Advisors LLC
✚
|
PA | 0.2 |