Unclaimed Profile

James Eric Rice

CAPITAL ASSET MANAGEMENT, INC.·COLUMBUS, Ohio

Clean recordCAPITAL ASSET MANAGEMENT, INC.

445 HUTCHINSON AVENUE, SUITE 270, COLUMBUS, OH 43235-8615CRD# 5250489Firm CRD# 120597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Eric Rice · COLUMBUS, OH

Registration

CRD #5250489 · CAPITAL ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Eric Rice is a registered financial advisor based in COLUMBUS, Ohio, affiliated with CAPITAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CAPITAL ASSET MANAGEMENT, INC.

AUM

$159M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL ASSET MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5250489

Firm CRD# 120597

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Frequently Asked Questions

What services does James Eric Rice offer?

James Eric Rice specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.

What are James Eric Rice's credentials?

James Eric Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Eric Rice located?

James Eric Rice is based in COLUMBUS, Ohio, working with CAPITAL ASSET MANAGEMENT, INC.. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does James Eric Rice charge for services?

James Eric Rice's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ASSET MANAGEMENT, INC.?

CAPITAL ASSET MANAGEMENT, INC. has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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