Capital Asset Management, Inc. is a leading asset management services provider in the United States. The company was incorporated in the year 1986. Capital Asset Management ranks as one of the best investment management and retirement planning services providers in the country.
About Capital Asset Management, Inc.
Founded in 1986, Capital Asset Management, Inc. functions as a full-service retirement planning and investment management advisory organization. The founder of Capital Asset Management, Inc. is Douglas Oliver.
Capital Asset Management, Inc. provides a wide range of investment vehicles, which include mutual funds, annuities, equity investments, fixed income investments, qualified retirement plans, unit investment trust and insurance services to its clients.
Products and Services of Capital Asset Management, Inc.
The products and services of Capital Asset Management, Inc. can be categorized into the following types:
Life Insurance Services
Long Term Care Insurance
Retirement Planning Services
Estate Planning Services
Investment Planning Services
In addition to its wide array of products and services, Capital Asset Management, Inc. offers a number of financial calculators to its clients and they include the following:
Loans & Credit Cards Calculators
Credit Card Debt
Estate Planning Calculators
Retirement & Inflation Calculators
Required Minimum Distributions
Cost of Retirement
Retirement Plan Early Distribution
Impact of Inflation
Retirement Portfolio Lifespan
Personal Inflation Rate
Taxes & IRAs Calculators
Federal Income Tax
Roth IRA Conversion
Saving & Investing Calculators
Capital Gains Taxes
Taxable Equivalent Yield
Cash Management Calculators
Cash Flow Analysis
Financial IQ Test
Risk Management Calculators
LTCI Cost of Waiting
Long-Term Care Self Insurance
Disability Income Insurance
Capital Asset Management, Inc. is affiliated to the following institutions:
Financial Industry Regulatory Authority (FINRA)
The Securities Investor Protection Corporation (SIPC)
Capital Asset Management, Inc.
3636 North Roff Avenue
Oklahoma City, OK 73112
Phone: 405-947-2913 800-375-2913
|Capital Asset Management, Inc.|
|Headquarters||3636 N Roff Avenue Oklahoma City, Oklahoma 73112 United States|
|Key people||Douglas Oliver, CFP® CRPS (Wealth Manager)|
|Justin J. Klein, CFP® (Wealth Manager)|
|Richard Hoe, ChFC, CLU, AEP (Wealth Manager)|
|Number of employees||11-50 employees|