CAPITAL ASSET MANAGEMENT, INC.

CRD 120597File 801-121081

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$199.5M

Below cohort median (national)

Discretionary AUM

$196.1M

Non-discretionary $3.4M

Clients

111

335 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 30, 2021
Principal office: 445 HUTCHINSON AVENUE, SUITE 270, COLUMBUS, OH, 43235-8615
Phone: 614-515-5510
Website: HTTPS://WWW.LINKEDIN.COM/IN/TODD-FRY-CIMA%C2%AE-CFS-29452617/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $199.5M
Discretionary AUM: $196.1M
Non-discretionary AUM: $3.4M
Discretionary accounts: 333
Non-discretionary accounts: 2
Total accounts: 335
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.2M
High net worth individuals	39	$162.2M
Banking or thrift institutions	Fewer than 5	$1.3M
Pension and profit sharing plans	Fewer than 5	$3.4M
Individuals (other than high net worth individuals)	63	$20.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	124	111
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.