Capital Asset Management
Capital Asset Management is a privately held Oklahoma City-based wealth advisory firm providing financial planning, investment management, retirement, and 401(k) advisory services to individuals, families, and small businesses across 33 U.S. states, operating under Osaic Wealth, Inc.
- Company typePrivate
- Founded1986
- HeadquartersOklahoma City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Capital Asset Management does
Capital Asset Management, Inc. is a privately held financial advisory firm founded in 1986 and headquartered in Oklahoma City, Oklahoma. The firm provides wealth management, financial planning, and retirement advisory services to individuals, families, 401(k) plan participants, and small business owners. Core service lines include The Financial Plan (comprehensive multi-life-stage planning), Investment Planning, 401(k) Advisory, Retirement Planning, Estate Planning, and Risk Management through life and health insurance products. Service delivery is relationship-led via face-to-face and virtual consultations with the firm's team of financial advisors, supported by recurring reviews and ongoing portfolio monitoring.
The firm operates as a marketing name under Osaic Wealth, Inc., a FINRA/SIPC-registered broker-dealer, which provides the regulatory and operational infrastructure for securities and investment advisory activities. Its technology stack is entirely third-party: RightCapital for financial planning, Equipt (FSC) and OneView (SAI) for client account access, and eMoney for portfolio management — no proprietary technology or AI capabilities are disclosed. The firm is licensed to serve clients in 33 U.S. states and supports client acquisition through a content ecosystem comprising a blog, educational video library, monthly newsletter, the Weekly Market Impact podcast, and an online Resource Center with calculators, glossary, and tax resources.
The business model is professional services revenue plus recurring advisory fees. Pricing is custom and quote-based, with no publicly disclosed fee schedule, and billing cadence is annual. Customer segments are horizontally diversified across retail individual clients (primary), 401(k) participants, and small business owners. The firm does not disclose revenue, AUM, or headcount; revenue is generated via advisory fees on managed portfolios and planning engagements, with Forbes Best in State Wealth Advisors recognition in 2022 (SHOOK Research) providing third-party validation of scale and tenure.
Capital Asset Management firmographics
Firmographics- Name
- Capital Asset Management
- Legal name
- Capital Asset Management, Inc.
- Website
- https://capitalassetmanagement.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Capital Asset Management is a privately held Oklahoma City-based wealth advisory firm providing financial planning, investment management, retirement, and 401(k) advisory services to individuals, families, and small businesses across 33 U.S. states, operating under Osaic Wealth, Inc.
- Ownership category
- akta.pro rank
Capital Asset Management industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Capital Asset Management is headquartered
LocationHeadquarters
- HQ city
- Oklahoma City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capital Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Planning Services: Comprehensive financial planning services including investment planning, retirement planning, estate planning, and risk management through life and health insurance. Services are tailored to individual client needs across different life stages from starting out through retirement.
- 401(k) Advisory Services: Advisory services for employer-sponsored retirement plans including rollover guidance, IRA transfers, and retirement income planning. The firm helps clients manage 401(k) assets through job transitions and into retirement.
- Wealth Management: Ongoing wealth management services including investment management, portfolio monitoring, and tax-efficient retirement income planning. Revenue is generated through advisory fees for managing client investment portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized advisory services tailored to individual client needs |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Capital Asset Management product offering
Product offeringCore offering
Capital Asset Management is a financial advisory firm providing comprehensive wealth management and retirement planning services to individuals and families. The firm's core offering, "The Financial Plan," addresses client needs across all life stages through investment planning, 401(k) advisory, retirement planning, estate planning, and risk management via life and health insurance products. Services are delivered through direct consultations with a team of financial advisors using third-party platforms including Equipt, RightCapital, and eMoney.
Product overview
Capital Asset Management offers a comprehensive wealth management and financial planning service platform centered around its core Financial Plan offering, supported by Investment Planning, Retirement Planning, Estate Planning, and Risk Management services. The firm provides client access through third-party portals including RightCapital, Equipt (FSC), and OneView. Additional value-added services include a Resource Center with educational content, Financial Calculators, Tax Resources, a Financial Glossary, Blog articles, Video Library, Market Updates podcast, and Monthly Newsletters. The company serves clients in Oklahoma City and is affiliated with Osaic Wealth, Inc.
Differentiator
Problem solved
Functional benefit
Products and services
- The Financial Plan Comprehensive financial planning service addressing all life stages, from buying a home to retirement, helping clients prepare for changing financial demands with customized strategies. Includes retirement planning, estate planning, and risk management components.
Companies that use Capital Asset Management
Customer profileSegments3 records
Ideal customer profiles2 records
Capital Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Capital Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Wealth, Inc.coreSecurities and investment advisory services are offered through Osaic Wealth, Inc., Member FINRA/SIPC. Osaic Wealth is separately owned and other entities referenced are independent of Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Capital Asset Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: National RIA offering comprehensive wealth management, retirement, and estate planning to individuals and families. Closely comparable to Capital Asset Management in service mix and client orientation, though at much larger scale.
- Creative Planning: Overland Park, Kansas-based RIA providing financial planning, investment management, and tax services to individuals and families. Comparable in service breadth and HNW individual focus, with similar Mid-Plain operational roots.
- Buckingham Strategic Wealth: RIA focused on evidence-based financial planning and wealth management for individuals. Highly comparable in service philosophy (comprehensive planning, fee-based advice, fiduciary orientation).
- Carson Wealth: Wealth management firm offering financial planning, investment management, and 401(k) advisory to individuals and business owners. Similar comprehensive-service positioning with content-marketing emphasis.
Broad incumbents
- Edelman Financial Engines: Large national RIA combining financial planning and investment management for individuals. Operates in the same category but at materially larger scale and broader geographic footprint.
- Edward Jones: National wealth-management franchise with a relationship-based, advisor-led model similar to Capital Asset Management's. Serves individual clients through a large distributed network of local offices.
- Raymond James Financial Services: Diversified financial services firm with a large independent-advisor channel. Highly comparable in operating model — independent practices offering wealth management under a larger broker-dealer umbrella (similar to the Osaic Wealth relationship).
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent advisor practices. The most direct structural analogue to Osaic Wealth, with affiliated practices serving similar individual wealth management use cases.
Emerging players
- Betterment: Digital-first wealth management and retirement platform competing for the same individual-investor and 401(k) segments that Capital Asset Management serves. Represents the technology-led competitive threat to traditional advisory economics.
Others
- Focus Financial Partners: Partnership platform for independent RIAs and wealth managers, providing capital and operational support. Relevant as a potential acquirer or platform peer for a small practice exploring scale or exit.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Capital Asset Management social profiles
Digital presenceCapital Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital Asset Management leadership team
Management profileNumber of profiles
Profiles2 records
Capital Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital Asset Management
What does Capital Asset Management do?
Capital Asset Management is a financial advisory firm providing comprehensive wealth management and retirement planning services to individuals and families. The firm's core offering, "The Financial Plan," addresses client needs across all life stages through investment planning, 401(k) advisory, retirement planning, estate planning, and risk management via life and health insurance products. Services are delivered through direct consultations with a team of financial advisors using third-party platforms including Equipt, RightCapital, and eMoney.
Is Capital Asset Management a public or private company?
Capital Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capital Asset Management founded?
Capital Asset Management was founded in 1986. It employs 11 to 50 people.
Where is Capital Asset Management based?
Capital Asset Management is headquartered in Oklahoma City, United States, in the North America region.
How does Capital Asset Management make money?
Three revenue lines are on record. Financial Planning Services are the primary driver. The others are 401(k) Advisory Services and wealth Management.
Who are Capital Asset Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Creative Planning, Buckingham Strategic Wealth and Carson Wealth. Broad incumbents are Edelman Financial Engines, Edward Jones, Raymond James Financial Services and LPL Financial. Betterment is listed as an emerging player. Focus Financial Partners is listed as an others.
Does Capital Asset Management have an API?
No public API is recorded for Capital Asset Management.
What industry is Capital Asset Management in?
Capital Asset Management's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.