Capital Assets

Capital Assets (CRD# 108215) is a financial advisory firm headquartered in , . They manage $7,246,958 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $557,458
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Capital Assets
Showing 1 - 2 of 2 top financial advisors.
1
Douglas A. Rapp
CRD#: 2185566
Naples, FL
93
Wealthminder
score

Douglas Rapp (CRD# 2185566) is an Investment Advisor Representative working at Capital Assets in Naples, FL and has over 24 years of experience in the finance industry.

2
Edrick C. Flewelling
CRD#: 1050609
Naples, FL
87
Wealthminder
score

Edrick Flewelling (CRD# 1050609) is an Investment Advisor Representative working at Capital Assets in Naples, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.