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CAPITAL ASSET MANAGEMENT, LLC
CAPITAL ASSET MANAGEMENT, LLC
JEFFERSONVILLE, Indiana
·
2 registered advisors
·
CRD# 121601
SEC# 801-66990
812.288.2881
01
Firm Overview
AUM
$60M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL ASSET MANAGEMENT, LLC
2 registered advisors
Gregory Neal Rogers
JEFFERSONVILLE, Indiana
CRD# 4578752
Ronald Francis Barnes
JEFFERSONVILLE, Indiana
CRD# 4578759
05
Office Locations
JEFFERSONVILLE, Indiana
2 advisors
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Data sourced from SEC Form ADV filings. CAPITAL ASSET MANAGEMENT, LLC (CRD# 121601) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.