RIA · CRD 108215SEC-Registered

Updated:

CAPITAL ASSETS

CAPITAL ASSETS is an SEC-registered investment adviser with $16 million in regulatory assets under management. The firm has 1 employee and 1 investment...

CAPITAL ASSETS

CAPITAL ASSETS is an SEC-registered investment adviser with $16 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Year founded

2009

Location

Region

North America

Country

United States

City

Oklahoma City

Corporate office

Oklahoma City, OK, United States

Principals

Everett Dobson

Founder and Managing Partner

Sector focus

Enterprise SoftwareFinTechReal EstateOil & GasPrivate Equity

Frequently asked questions

What investment stages does Capital Assets typically target?

Capital Assets pursues a broad range of stages. In private equity, it targets mature, cash-flowing businesses rather than venture-stage startups. Real estate investments focus on stabilized commercial assets. Energy investments range from working interests in producing wells to structured capital for operators. There is no documented focus on early-stage venture or speculative development.

What is Capital Assets' known posture on co-investments alongside external GPs?

Capital Assets participates in co-investments when the opportunity complements its direct portfolio and brings a capable operating partner. This is not a core programmatic strategy. The office's permanent-capital structure means it can match a GP's hold period with less urgency to exit, which can make it an attractive co-investor in energy and real estate transactions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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