# CAPITAL ASSETS

CAPITAL ASSETS is a RIA based in Oklahoma City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2009
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** capitalassets.com

## Regulatory record

- **CRD number:** 108215
- **SEC file number:** 801-37229
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108215

## About

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.

## Sectors

- Enterprise Software
- FinTech
- Real Estate
- Oil & Gas
- Private Equity

## People

- Everett Dobson — Founder and Managing Partner

## 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.

## Related profiles

- [Capital Advisors, Inc.](https://altss.com/profile/capital-advisors-inc)
- [Capital City Wealth Advisors](https://altss.com/profile/capital-city-wealth-advisors-inc)

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Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/capital-assets

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