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CAPITAL ASSET MANAGEMENT, LLC

DENVER, CO · CRD 284505 · IAPD ↗ · capasset.net · 303-832-7770

$208.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2024 — CAPITAL ASSET MANAGEMENT, LLC reported RAUM up 75% ($120.0M -> $209.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.