This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$209MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$173M

Private client RAUM

$173MderivedItem 5.D individuals plus high net worth individuals

Private client share

83%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$52.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

340

Individual clients

114

High net worth clients

46

SEC number

801-123577

CRD

284505

Filings on the tape

13

First filed

Mar 1, 2022

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, CO

Website

capasset.net

• Occurred

  Mar 1, 2022
  First Form ADV filing

  Capital Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76fd2a5e-6da0-cb6f-15f3-c629ee89764c

First observed

Mar 1, 2022

Last observed

Mar 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.