Capital Asset Management, LLC

Matthew Hickey is a financial advisor at Capital Asset Management, LLC in Denver, Colorado, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Hickey serves as president of a homeowners association and is a board member of a nonprofit focused on waterfowl hunting. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, emphasizing fundamental analysis and multi-year investment horizons. The firm offers model-based mutual fund and ETF strategies alongside custom managed accounts and serves retirement plans in a limited-scope ERISA 3(21) fiduciary capacity.

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.

Chad Hume is a financial advisor at Capital Asset Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at several private banks and financial firms, as well as involvement with various sports and recreational organizations such as the Colorado High School Activities Association and the American Alpine Club. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, offering a range of model-based mutual fund and ETF strategies alongside custom managed accounts. The firm emphasizes fundamental analysis with multi-year investment horizons and utilizes third-party platforms including Envestnet and SEI.

Kathleen Osborne Davis is a financial advisor with Capital Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and Valic Investment Services Company. She has also worked as an independent insurance agent for over two decades. Outside of her advisory work, she volunteers with the Tri Delta Sorority. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as limited-scope fiduciary services to retirement plans. The firm employs a fundamental analysis approach with multi-year investment horizons, utilizing mutual funds, ETFs, and occasionally individual securities, and incorporates third-party platforms such as Envestnet and SEI in its offerings.