Matthew
Hickey

Capital Asset Management, LLC

CRD#1538384
Investment Advisor
in Denver, CO

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About this Advisor

Matthew Hickey is a financial advisor based in Denver, Colorado, working with Capital Asset Management, LLC. Matthew has previously held positions as a sole proprietor and at First Allied Securities Inc, First Allied Advisory Services, Inc, Capital Asset Management, LLC, and Cetera Advisors LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Matthew is part of Capital Asset Management, LLC, which operates out of Denver, Colorado. The firm has 2 offices and 3 employees. The firm manages assets totaling $184.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Capital Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1800 Glenarm Place Suite 703
Denver, CO 80202

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Capital Asset Management, LLC Brokerage Details

Total Assets Under Management

$184,070,034

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

170

CO Average: 1,101
Average Account Size

$1,082,765

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Hickey Work History

2022 - Present (2 years)

Cetera Advisors LLC

2016 - Present (8 years)

Capital Asset Management, LLC

1984 - Present (40 years)

Matthew Hickey, Sole Proprietor

2012 - 2019 (7 years)

First Allied Advisory Services, Inc

2008 - 2022 (14 years)

First Allied Securities Inc

Disclosures

Please visit the SEC profile of Matthew Hickey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Asset Management, LLC

Joseph Maslowski
Denver, CO
Kathleen Osborne-Davis
Baton Rouge, LA
Matthew Hickey
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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