Capital Asset Management, Inc.

Capital Asset Management is a fee-only, independent registered investment adviser that provides wealth management and investment management primarily to affluent individuals and families, managing roughly $199.5 million across about 102 client relationships. The firm generally manages accounts on a discretionary basis and integrates comprehensive financial planning with ongoing portfolio oversight.

CAM follows a value‑investing philosophy rooted in fundamental analysis and constructs portfolios around client-specific Investment Policy Statements to reflect risk tolerance, time horizon, and liquidity needs. Portfolios emphasize asset‑class diversification and a margin of safety, with regular reviews and custodial relationships recommended with major custodians.

Notably, the firm’s client mix includes institutional relationships: the brochure discloses two 401(k) profit‑sharing plans totaling approximately $3.4 million and describes institutional consulting for trusts, estates, non‑profits and businesses — a type of client engagement that is less common among similar small advisory firms. The firm also documents formal compliance controls and experienced senior personnel holding industry credentials (such as CIMA, CFP, ChFC, and CFS), including restricted employee trading access and a written code of ethics.