Kathleen
Osborne-Davis
Capital Asset Management, LLC
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About this Advisor
Kathleen Osborne-Davis is a financial advisor based in Baton Rouge, Louisiana, working with Capital Asset Management, LLC. Kathleen has previously held positions at Capital Asset Management, LLC, Independent Insurance Agent, Cetera Advisors LLC, Valic Investment Services Company, and First Allied Securities, Inc. Kathleen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana. Currently, Kathleen is part of Capital Asset Management, LLC, which operates out of Baton Rouge, Louisiana. 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
Services Offered
Fee Structure
Office Location
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Capital Asset Management, LLC Brokerage Details
$184,070,034
3
170
$1,082,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kathleen Osborne-Davis Work History
Cetera Advisors LLC
Capital Asset Management, LLC
Independent Insurance Agent
First Allied Securities, Inc
Valic Investment Services Company
Disclosures
Please visit the SEC profile of Kathleen Osborne-Davis 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
Denver, CO
Baton Rouge, LA
Denver, CO
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