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Capital Asset Management, Inc.

● SEC registered since 2021CRD 120597SEC# 801-121081Columbus, OH
Export (members)
Reg. AUM
$180.1M
Employees
3
Accounts
326
Location
Columbus, OH

Capital Asset Management, Inc. assets under management

Capital Asset Management, Inc. is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 2021. It reports $180.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/todd-fry-cima%c2%ae-cfs-29452617View on SEC.gov ↗

Capital Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Christopher Todd Fry ControlFounder, Presidentand CeoOver 75%2000
James Eric Rice ControlVice President/Chief Operations Officer/Chief Compliance OfficerUnder 5%2010

Frequently asked questions

How much does Capital Asset Management, Inc. manage?

Capital Asset Management, Inc. reports $180.1 million in regulatory assets under management on its Form ADV.

How many employees does Capital Asset Management, Inc. have?

Capital Asset Management, Inc. reports 3 employees.

Where is Capital Asset Management, Inc. located?

Capital Asset Management, Inc. is based in Columbus, OH and has been SEC-registered since 2021.

Does Capital Asset Management, Inc. disclose fund performance?

Capital Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address445 Hutchinson Avenue, Suite 270, Columbus, OH 43235-8615
Phone614-515-5510
Fax614-635-1398
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177.4M
Non-discretionary$2.6M
Total (RAUM)$180.1M