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Building 2CAPITAL ASSET MANAGEMENT, INC.

Map pinCOLUMBUS, OH
Phone614-515-5510
NotebookSEC #801-121081
Total AUM
$199.5M
Employees
3
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 HUTCHINSON AVENUE, SUITE 270
COLUMBUS
OH 43235-8615
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
614-515-5510

ReceiptFinancials

Total AUM
$199.5M
Accounts
335
Discretionary
$196.1M
Accounts
333
Non-Discretionary
$3.4M
Accounts
2

ContactClients

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Individual Clients
63
AUM
$20.1M
HNW Individual Clients
39
AUM
$162.2M
Banking Clients
4
AUM
$1.3M
Pension/Profit Sharing Plan Clients
2
AUM
$3.4M
Charitable Organization Clients
3
AUM
$4.2M
Other Clients
13
AUM
$8.3M
Description of Other Clients
UNASSIGNED

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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