RIA Intel›Advisers›Florida›CAPITAL ASSET MANAGEMENT GROUP, INC.

CAPITAL ASSET MANAGEMENT GROUP, INC.

Advisory

FL

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in FL

#1,895

of 2,610 advisers by AUM

Average account

$383K

across 70 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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