Capital Asset Management, LLC

Capital Asset Management, LLC is a registered investment adviser founded in January 2003 and registered in July 2016. The firm offers discretionary direct asset management services to clients, providing ongoing portfolio management based on individual investment goals, time horizons, objectives, and risk tolerance. Clients authorize CAM discretionary authority to execute selected investment program transactions. CAM offers services through Envestnet and SEI Managed Account Solutions, with fees based on a percentage of assets under management. The fee structure is tiered, with lower fees for larger asset amounts. CAM also provides services to qualified retirement plans, acting as a 3(21) advisor. The firm requires a minimum of $500,000 to open an account, with discretion to accept accounts with less assets. Investment strategies involve fundamental analysis on all recommended securities, with a focus on long-term horizons. CAM does not receive external compensation for the sale of securities to clients. The firm's employees adhere to a Code of Ethics and are committed to acting in the best interest of clients. CAM does not vote proxies on securities and clients are expected to vote their own proxies. The firm's financial information indicates stability and regulatory compliance.