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 difference 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.
Newsletters
  • Prepare Now for a Year-End Investment Review
    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
  • Retiring and Relocating? Don't Neglect State Taxes!
    If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates or provides special tax benefits to
  • Leaving Assets to Your Heirs: Income Tax Considerations
    An inheritance is generally worth only what your heirs get to keep after taxes are paid. So when it comes to leaving a legacy, not all
  • What factors could negatively impact my credit report?
    Having a good credit report is important when it comes to personal finance, because most lenders use credit reports to evaluate the creditworthiness
  • I'm looking to buy a home. What are some common mortgage mistakes to avoid?
    Navigating the complex world of mortgages can be difficult. As a result, it's easy to make mistakes when applying for a mortgage loan.
    
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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.