James Eric Rice
Investment adviser representative at Capital Asset Management, Inc.
26 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$199.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Capital Asset Management, Inc.Feb 2000 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Capital Asset Management, Inc.
$199.5MAssets managed
124Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5250489
- Firm CRD
- 120597