Fee-only adviser · Columbus, OH
Capital Asset Management, Inc.
Capital Asset Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbus, Ohio. On its latest Form ADV, filed March 27, 2026, it reports $200M in regulatory assets under management, 102 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 120597 · SEC file 801-121081 |
| Office | 445 Hutchinson Avenue, Suite 270 Columbus, OH 43235 |
| Phone | (614) 515-5510 |
| Website | www.capitalassetmgmt.com |
| Regulatory assets under management | $200M ($196M discretionary) |
| Individual clients | 63 non-high-net-worth, 39 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbus
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- Asendo Wealth Advisory $867M
- Peak Retirement Planning, Inc. $903M
- Summit Financial Strategies Inc $2.3B
- The Joseph Group Capital Management $1.1B
- Strategic Planning, Inc. $377M
See all 47 fee-only advisers in Columbus →
Nearby
- Upper Arlington 4 firms
- Worthington 1 firm
- Dublin 21 firms
- Hilliard 2 firms
- Powell 3 firms
- Bexley 1 firm
- Lewis Center 1 firm
- Westerville 6 firms
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