Capital Asset Management, LLC

Capital Asset Management, LLC (CRD# 121601) is a financial advisory firm headquartered in Jeffersonville, IN. They manage $22,766,427 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $361,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Capital Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ronald F. Barnes
CRD#: 4578759
702 North Shore Drive, Suite 500, Jeffersonville, IN 47130
93
Wealthminder
score

Ronald Barnes (CRD# 4578759) is an Investment Advisor Representative working at Capital Asset Management, LLC in Jeffersonville, IN and has over 17 years of experience in the finance industry.

2
Jay G. Conner
CRD#: 4558898
702 North Shore Drive, Suite 500, Jeffersonville, IN 47130
93
Wealthminder
score

Jay Conner (CRD# 4558898) is an Investment Advisor Representative working at Capital Asset Management, LLC in Jeffersonville, IN and has over 15 years of experience in the finance industry.

3
Gregory N. Rogers
CRD#: 4578752
702 North Shore Drive, Suite 500, Jeffersonville, IN 47130
93
Wealthminder
score

Gregory Rogers (CRD# 4578752) is an Investment Advisor Representative working at Capital Asset Management, LLC in Jeffersonville, IN and has over 17 years of experience in the finance industry.

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