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CA
RIA · CRD 288745State-Registered Investment Adviser

Updated:

Capital Asset Management Group

CAPITAL ASSET MANAGEMENT GROUP, INC. is a state-registered investment adviser. The firm manages approximately $27 million in regulatory assets.

Overview

CAPITAL ASSET MANAGEMENT GROUP, INC. is a state-registered investment adviser. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

What investment stages does Capital Asset Management Group typically target?

The firm does not specialize by stage. Its multi-asset framework covers liquid public markets across growth and income strategies. Private market stages like venture or growth equity are absent from its disclosed profile.

Which sectors does Capital Asset Management Group explicitly avoid?

No sector exclusions are publicly stated. The firm's holdings are diversified, with no concentration in single industries. Avoidance decisions are made per-client based on individual mandates.

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