CAPITAL ASSET MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $208.8M |
| Discretionary | $173.0M83% of AUM |
| Non-Discretionary | $35.8M |
| Client Accounts | 340 |
| Avg Account Size | $614K |
| Employees | 5 |
| Peak AUM | $209.5MMar 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $209M | +10.2% | +20.3% | +18.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $208.8M |
| Discretionary | $173.0M |
| Employees | 5 |
| Client Accounts | 340 |
Contact & Location
Address
1800 GLENARM PLACE
DENVER CO 80202
Phone
303-832-7770
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$173M
82.9% of AUM
Non-Discretionary
$36M
17.1% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerPension Consultant