Douglas Oliver
Welcome to Capital Asset Management, Inc.
Capital Asset Management, Inc. is a full service financial services firm representing the combined practices of Douglas A. Oliver, Justin J. Klein and James R. Nicely.  The company's roots date back to 1986 when Doug Oliver began his financial planning career. We currently serve hundreds of clients in a one-on-one basis covering a variety of different services and needs. Our mission is to assist our clients in identifying their financial goals, selecting avenues to reach those objectives and improve their overall grasp of personal finances in a manner guided by courtesy, respect and professionalism.
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Newsletters
  • Four Questions to Ask Before You Open Your Wallet
    Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the
  • Helping Your Parents Manage Their Finances
    As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own
  • Importance of Timing a Roth IRA Conversion: An Example
    Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason
  • How can college students save and spend money wisely?
    College is a pivotal time in a young adult's life. Students gain a sense of independence that is accompanied by responsibility--especially when it
  • I'm having trouble paying my student loans. Do I have any options?
    If you or someone you know is having difficulty paying back student loans, consider investigating the government's three income-driven repayment
    
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 *Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment advisor. Capital Asset Management, Inc. is not affiliated with FSC Securities Corporation or registered as a broker dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, KS, KY, LA, MA, MO, NC, NE, NM, OK, PA, RI, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, DC, DE, FL, GA, HI, IL, KS, KY, LA, MA, MO, NE, NM, NC, OK, PA, RI, TN, TX, UT, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.