Capital Asset Management Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,800,000
Clients
39
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
HighAverage account size
$687,179
About
Capital Asset Management Group, Inc. provides discretionary asset management and financial planning to individuals, high net worth individuals, and trusts. The firm offers portfolio management through a sponsored wrap fee program and also delivers standalone financial planning and consulting.
Investment services are implemented using client-specific documents such as investment policy statements and combine fundamental and technical analysis to construct long- and short-term positions. Capital acts with discretionary trading authority for managed accounts, conducts quarterly account reviews, and allows clients to impose written restrictions on securities or sectors.
What is distinctive about the firm is its sponsorship of a wrap fee program, an arrangement that is uncommon among independent advisors. The sole principal also maintains concurrent roles as a registered representative with LPL Financial and a licensed insurance agent—relationships and potential conflicts that are disclosed in the brochure and addressed through firm policies and fiduciary obligations.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Retirement income strategy
Fee options
Separate commissions on securities and insurance products sold by registered representatives
$300 per hour for financial planning
Fee-only: $300 per hour for financial planning services
Main office location
Capital Asset Management Group, Inc.
West Palm Beach FL, United States
Number of offices
1
Most active in
Capital Asset Management Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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