Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Ridgway, CO
Capital Asset Management, LLC
Supported
Joseph Maslowski is a financial advisor at Capital Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Asset Management since 2018. Prior to that, he worked at First Western Bank. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement plan advisory services. The firm employs a multi-faceted investment process combining fundamental, technical, cyclical, and economic analysis and uses both long- and short-term strategies alongside strategic asset allocation.
Based on Capital Asset Management, LLC
ERISA plan services fees may be charged as a flat fee, amount negotiable.
$0 - $1,000,000: 0.95% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.85% annually $3,000,000 - $4,000,000: 0.80% annually $4,000,000 - $5,000,000: 0.75% annually $5,000,000+: Negotiable
Account minimum: $500,000
Ridgway, CO
Ridgway CO
Advisors at this office
1
Colorado
18 years of industry experience
Capital Asset Management, LLC
2018 - Present • 8 years
Denver, CO
Unemployed
2017 - 2018 • 1 year
Golden, CO
First Western Bank
2016 - 2017 • 1 year
Denver, CO
J.P. Morgan Securities
2008 - 2009 • 1 year
Park City, UT
J.P. Morgan Securities Inc.
2006 - 2008 • 2 years
UT
Banc One Securities Corporation
1999 - 2006 • 7 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ridgway, CO
Adventure Wealth Advisors
Daniel Meyers is a financial advisor with Adventure Wealth Advisors in Ridgway, Colorado. He holds a Series 65 designation and has six years of industry experience. Meyers has worked at Adventure Wealth Advisors since 2019 and was involved with Recapture Lodge from 2019 to 2021. He serves on a community board in an uncompensated capacity. Adventure Wealth Advisors provides investment management and financial planning to individuals, families, trusts, and closely held businesses. The firm uses a fee-only model grounded in modern portfolio theory, employing primarily low-cost index funds, and offers regular educational seminars on budgeting, savings, and investing.
Series 63, Series 65
Ridgway, CO
Miller Wealth Advisors, LLC
Bert Miller Jr. is a financial advisor at Miller Wealth Advisors, LLC with 43 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Miller Wealth Advisors since 2014. Miller holds active CPA and insurance licenses in Texas but is not currently engaged in accounting or insurance sales. Miller Wealth Advisors provides fee-only investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced investment approach combining fundamental, technical, and cyclical analysis with third-party research to construct asset allocations aligned with client objectives.
CFA®, Series 66
Ridgway, CO
Focus Partners Wealth, LLC
Thompson Hollo is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, Medicine Bow Capital, and Wells Fargo Clearing. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies along with access to private funds and legacy strategies from multiple mergers.
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