Group Photo
Douglas Oliver
Douglas Oliver, Justin Klein, Jim Nicely Jim Nicely, Douglas Oliver, Justin Klein
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
  • Saving or Investing: Is There a Difference?
    Financially speaking, the terms "saving" and "investing" are often used interchangeably. But the concepts behind these terms actually have some important differences.
  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    Traditional economic models are based on a simple premise: people make rational financial decisions that are designed to maximize their economic
  • Open Enrollment Season Is Here: Give Your Benefits a Check Up
    Open enrollment season is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year.
  • Do I have to pay an additional tax on investment income?
    You might, depending on a few important factors.
  • How can I manage the net investment income tax?
    If you are subject to the 3.8% net investment income tax, there are strategies that may help you manage that tax. The tax is applied to the lesser of your net
    
PreviousNext
Latest Video Client Alert
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  


 
 
 *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.