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Capital Asset Management, Inc.: investment adviser
Capital Asset Management, Inc. is an investment adviser registered with the SEC (file 801-121081, CRD 120597). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $199.5M
- Discretionary
- 98%
- Accounts
- 335
- Employees
- 3
- In advisory roles
- 2
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Individuals | 63 | $20.1M | 10.1% |
| High net worth individuals | 39 | $162.2M | 81.3% |
| Banks and thrifts | 4 | $1.3M | 0.7% |
| Pension and profit-sharing plans | 2 | $3.4M | 1.7% |
| Charities | 3 | $4.2M | 2.1% |
| Other: Unassigned | 13 | $8.3M | 4.2% |
How it is paid
- A percentage of assets under your management
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Christopher Todd Fry | Person | Founder, presidentand CEO | E 75% or more | Feb 2000 | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Cam Brochure_Parts 2A and 2B_2025, Mar 27, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.