# Capital Asset Management

Capital Asset Management is an Asset Manager based in Denver, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Washington, DC, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** capitalassetmanagementdc.com

## Regulatory record

- **CRD number:** 284505
- **SEC file number:** 801-123577
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284505

## About

Capital Asset Management, LLC is an SEC-registered investment adviser in Denver, CO, registered since 2022. The firm manages $209 million in assets, with $173 million on a discretionary basis. It has 5 employees and 4 investment advisers.

## People

- Michael T. Chappell — President

## Questions

### Who runs investment decisions at Capital Asset Management?

Michael T. Chappell serves as President and the sole named investment adviser representative on the firm's SEC Form ADV. Public filings do not list additional portfolio managers, research analysts, or an investment committee. The firm operates as a single-adviser RIA, meaning Chappell personally constructs and monitors client portfolios without delegation to a separate CIO or external sub-adviser.

### Does the firm manage in-house mutual funds or proprietary products?

No. The firm's ADV filing lists zero proprietary funds, private investment vehicles, or affiliated product manufacturers. Capital Asset Management does not act as a sponsor of any pooled investment vehicle, wrap-fee program, or structured note. Client assets are allocated across third-party securities and insurance-company retirement products.

### What asset classes does Capital Asset Management utilize for clients?

Client portfolios are constructed primarily from publicly traded equities, fixed-income securities, and insurance-based retirement instruments such as fixed and variable annuities. The firm does not market private equity, venture capital, direct real estate, or hedge-fund access as core allocation components. Its investment strategy centers on tax-efficient distribution planning rather than alternative-asset sourcing.

### How does the firm source its clients?

Client acquisition follows a referral-based model centered on professional networks inside Washington, DC's federal agencies, legal community, and trade associations. The firm does not maintain a public marketing presence, publish thought leadership, or run a digital lead-generation funnel. Its four-decade tenure in the same headquarters location reflects a relationship-driven practice with low observable client churn.

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Last updated: 2026-06-03T20:00:00.000Z

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