Capital Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$182,258,594
Clients
102
Advisors
2
of 3 employees
About
Capital Asset Management is a fee-only, independent registered investment adviser that provides wealth management and investment management primarily to affluent individuals and families, managing roughly $199.5 million across about 102 client relationships. The firm generally manages accounts on a discretionary basis and integrates comprehensive financial planning with ongoing portfolio oversight.
CAM follows a value‑investing philosophy rooted in fundamental analysis and constructs portfolios around client-specific Investment Policy Statements to reflect risk tolerance, time horizon, and liquidity needs. Portfolios emphasize asset‑class diversification and a margin of safety, with regular reviews and custodial relationships recommended with major custodians.
Notably, the firm’s client mix includes institutional relationships: the brochure discloses two 401(k) profit‑sharing plans totaling approximately $3.4 million and describes institutional consulting for trusts, estates, non‑profits and businesses — a type of client engagement that is less common among similar small advisory firms. The firm also documents formal compliance controls and experienced senior personnel holding industry credentials (such as CIMA, CFP, ChFC, and CFS), including restricted employee trading access and a written code of ethics.
Client services
Expertise
Fee options
$0 - $500,000: $500,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
Account minimum: $500,000 Fee-only: Fee-only Registered Investment Advisor, no commissions received by the firm.
Main office
445 Hutchinson Avenue, Suite 270
Columbus OH 43235-8615
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James R
CFP®, ChFC®, Series 65
Columbus, OH
Capital Asset Management, Inc.
James Rice is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations and has been with the firm since 2000. Capital Asset Management is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a value-investing approach based on fundamental analysis and integrates comprehensive financial planning with ongoing portfolio management, also providing institutional consulting services for trusts, estates, non-profits, and businesses.
Christopher F
Series 63
Columbus, OH
Capital Asset Management, Inc.
Christopher Fry is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 27 years of industry experience. He holds the Series 63 designation and has been with Capital Asset Management since 2000. Capital Asset Management, Inc. is a fee-only, independent registered investment adviser serving primarily affluent individuals and families. The firm employs a value-investing philosophy based on fundamental analysis and constructs portfolios tailored to client-specific investment policy statements, emphasizing asset-class diversification and a margin of safety.
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