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Capital Asset Management, LLC

● SEC registered since 2022CRD 284505SEC# 801-123577Denver, CO
Export (members)
Reg. AUM
$208.8M
Employees
5
Accounts
340
Location
Denver, CO

Capital Asset Management, LLC assets under management

Capital Asset Management, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2022. It reports $208.8 million in regulatory assets under management and employs 5 people.

Capital Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew David Hickey ControlManaging Member (sole)/Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Capital Asset Management, LLC manage?

Capital Asset Management, LLC reports $208.8 million in regulatory assets under management on its Form ADV.

How many employees does Capital Asset Management, LLC have?

Capital Asset Management, LLC reports 5 employees.

Where is Capital Asset Management, LLC located?

Capital Asset Management, LLC is based in Denver, CO and has been SEC-registered since 2022.

Does Capital Asset Management, LLC disclose fund performance?

Capital Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Glenarm Place, Suite 703, Denver, CO 80202
Phone303-832-7770
Fax303-832-7774
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$208.8M▲ 10%
Mar '25 — $189.6MApr '25 — $189.6MMay '25 — $189.6MJun '25 — $189.6MJul '25 — $189.6MAug '25 — $189.6MSep '25 — $189.6MOct '25 — $189.6MNov '25 — $189.6MDec '25 — $189.6MJan '26 — $189.6MFeb '26 — $189.6MMar '26 — $208.8MApr '26 — $208.8MMay '26 — $208.8MJun '26 — $208.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$208.8Mregulatory AUM
Discretionary $173MNon-discretionary $35.8M