A complete list of active advisors currently associated with Capital Asset Management Group, Inc.

Warmer can help you find a great advisor at Capital Asset Management Group, Inc. or one who fits your needs even better.

Capital Asset Management Group, Inc. provides discretionary asset management and financial planning to individuals, high net worth individuals, and trusts. The firm offers portfolio management through a sponsored wrap fee program and also delivers standalone financial planning and consulting. Investment services are implemented using client-specific documents such as investment policy statements and combine fundamental and technical analysis to construct long- and short-term positions. Capital acts with discretionary trading authority for managed accounts, conducts quarterly account reviews, and allows clients to impose written restrictions on securities or sectors. What is distinctive about the firm is its sponsorship of a wrap fee program, an arrangement that is uncommon among independent advisors. The sole principal also maintains concurrent roles as a registered representative with LPL Financial and a licensed insurance agent—relationships and potential conflicts that are disclosed in the brochure and addressed through firm policies and fiduciary obligations.

To learn more about the advisors currently working at Capital Asset Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gregory Savidge	West Palm Beach, FL	27

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