Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$626K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
CAPITAL ASSET MANAGEMENT, LLC
Economics
AUM trajectory
'23'26
$107.3M → $208.8M▲ +95%
Client mix
| Individuals Other | 114 |
| Individuals High Net Worth | 46 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Custodian & Brokerage
Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Latest ADV filing
03/23/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
HICKEY, MATTHEW, DAVID
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.727
Wayback Last Material Change
2025-03-20T12:02:14.000Z
Wayback Snapshot Count
103
Wayback Snapshots Last 12mo
0
Wayback First Snapshot
2006-03-23T03:07:20.000Z
Wayback Last Snapshot
2025-03-20T12:02:14.000Z
Rdap Domain Creation Date
2003-07-18T14:06:19Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
41,827
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
41,827
Schedule C Service Provider Rows
1
SEC EDGAR
Edgar First Filing Date
2010-07-14
Edgar Last Filing Date
2010-07-14
Edgar Form D Offerings
2010-07-142010-07-14 · 0001496515-10-000001
Compliance & brand
Firm Registration Status
active
All other collected signals (21)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full| Fidelity | 4 |
| E*trade | 4 |
| Jpmorgan | 2 |
Edgar Addresses
Mailing885 THIRD AVENUE20TH FLOORNEW YORK, NY 10022
Business885 THIRD AVENUE20TH FLOORNEW YORK, NY 10022
Edgar Recent Filings
D2010-07-14 · 0001496515-10-000001
Rdap Domain Expiration Date
2026-07-18T14:06:19Z
Rdap Domain Last Changed
2025-07-19T17:29:48Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
97.7
Wayback Closest Snapshot Ts
2025-03-20T12:02:14.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250320120214/https://www.capasset.net/
Wayback Distinct Digest Count
72
