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CAPITAL ASSET MANAGEMENT, LLC
CRD 284505File 801-123577
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.8M
Below cohort median (national)
Discretionary AUM
$173.0M
Non-discretionary $35.8M
Clients
162
340 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 5, 2022
- Principal office
- 1800 GLENARM PLACE, SUITE 703, DENVER, CO, 80202
- Phone
- 303-832-7770
- Website
- HTTP://WWW.CAPASSET.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.8M
- Discretionary AUM
- $173.0M
- Non-discretionary AUM
- $35.8M
- Discretionary accounts
- 338
- Non-discretionary accounts
- 2
- Total accounts
- 340
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $142.9M |
| Pension and profit sharing plans | Fewer than 5 | $35.8M |
| Individuals (other than high net worth individuals) | 114 | $30.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.