Rob currently holds a Series 7, 63 and 65 Securities License and the State of Tennessee, Alabama Life, Health and Variable Annuity Insurance Licenses. Magazine. She is a long-time resident of the Coachella Valley in Southern California. His securities licenses include the series 7 and 66 and insurance licenses in Ohio, Georgia, Maryland, North Carolina, and South Carolina. Contact us today to set up a working session to discuss our approach and your objectives. Who We Are SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, We were founded in 2008, with a mission, to transform our planet into shared sustainable prosperity through capital markets. John couldnt be happier about the impact our firm is having on both our plan sponsors and plan participants. He works closely with the Partners to help navigate and implement policies and procedures for firm compliance. Home Ultra-affluent families and individuals often establish Family Offices to manage their wealth. Each member of our team came from places where we couldnt exercise financial advocacy in the way we see fit. What We Do; Who We Are; Q&A; Insights; Get In Touch; Get In Touch. Phil and his team have developed and refined a planning process that is comprehensive in nature and ties together all of the following: investments, retirement income planning, risk management, estate planning, business and family legacy planning, and philanthropy. My mission is to help my clients grow and protect their wealth for the things that matter most. We provide affluent individuals and families with comprehensive solutions to manage their wealth. Capital Asset Management is a multi-family office based in Columbus, Ohio. Integrity Asset Management; Munder Capital Management; New Energy Capital; NewBridge Asset Management; RS Investments; . an Adviser or provide advice regarding specific investments. Additionally, Rachel is responsible for helping make sure that our plan sponsors and participants receive the world-class service that our firm strives to provide. Reinforcing the firms belief that every client contributes to the larger community; Phils clients are from various professions and backgrounds. David began his financial services career in 1998 and joined the TCP Asset Management group back in January of 2015 as an independent financial advisor. As an independent, multi-family office, our counsel is unbiased and objective. Asset Management is comprised of the following entities. During his career, he has been a lead producer in a Retirement Plan Advisory practice area and has spearheaded many statewide projects including the development of a Medical Plan and Wellness Program Consulting Practice. Investor Portal. The firm does business with a number of different investors. which SmartAsset is compensated for lead referrals. Our matching tool has connected more individuals with financial advisors which it authorizes the use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. She started her career in the financial services industry back in 1986, at Northern Life Insurance in Seattle, Washington. Use of this area of the Web site constitutes acknowledgment and acceptance of the following terms and conditions: Information in the Bond and Investor Relations area of this Web site is not an offer to sell securities or the solicitation of an offer to buy securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such jurisdiction. The company has approximately 8,700 . PitchBooks data visualizations help you see a limited partners commitmentsshowing a breakdown of activity by fund type and region, complete with performance metrics. in to help match you with great personal financial advisors. BBB Business Profiles may not be reproduced for sales or promotional purposes. If you have any questions about our Asset Management module,agency system conversions,mass inventory adjustments,asset management training, or passwords and security, please contact a Shared Services team member. As a Founding Partner and Director of TCP Asset Management, Josh is charged with leading a team of wealth advisors in practice management, business development, and innovative planning solutions. He also received a certificate in Financial Planning from Boston University. Asset Management Group Finance and Management find us follow us Contact Department of Finance and Management Director Kathy Owens 90 West Broad Street Columbus, OH 43215 Office : 614-645-8200 Email : Click to Send Email Office Hours: Monday - Friday 8:00-5:00 The assets of the firm are managed by its executive management team. All investing involves risk, including He began his career in the financial services industry with Equitable and Morgan Stanley. These web pages contain information relating to debt management and bonds or other obligations of the State of Ohio. These solutions have provided our clients with the resources and flexibility needed to deliver a personalized financial planning experience that is fluid and dynamic. She has spearheaded many special projects during her tenure including coordinating plan advisory service schedules and plan termination initiatives. By taking a comprehensive and process-driven approach to financial planning, David empowers clients to make informed decisions that will help them pave a path toward retirement freedom and financial independence. Phils strength lies in a holistic approach to strategic planning. We do not sell products or receive any referral fees or commissions. Klint has a passion for building long-term relationships with clients and enjoys the process of helping each individual define and achieve their own version of financial success throughout all seasons of life. Location Codes are used to identify an assets physical location. | Software Version: 10.3.759.49752 | Terms of Use Security Privacy Notice Disclaimer The practice is staffed by professionals with more than a century of collective financial advisory experience and supported by relationships with global . See this firm's Investment decisions should be made only after full review of the official statement and other relevant matters in connection with a particular bond issue. His securities licenses include the series 7,9,10 and 66 and State of Ohio insurance license. It works with retail investors, high net worth investors, banking institutions, pension plans and charitable organizations. Share sensitive information only on official, secure websites. Capital Asset Management, Inc operates as a financial advisor company based in Columbus, Ohio. With diverse skill sets, the TCP environment is humble and team-oriented. Click here to get matched with an advisor today. Rockbridge Capital, LLC ("Manager") is an investment adviser registered with the SEC and is headquartered in Columbus, Ohio. Rachel joined the TCP Asset Management team in the spring of 2015. Derek graduated Shawnee State University in 1994 with a BS. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, As such, we have a fee-only compensation model. is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. She resides in Worthington and enjoys volunteering at New Albany Pet Rescue, staying active with her dog Lexie and is always seeking the next outdoor adventure. That's where we come Strategic Asset Management, Inc., formerly known as Hamilton, Flower & Kell, Inc., and Hamilton, McKewen & Flower, was founded May 1, 1981 in Upper Arlington, Ohio, a suburb of Columbus. Capital Asset Management, Inc. is seeking a Financial Advisor to join our team. Our Team. With my three-bucket approach, I help my clients map out their financial path to success. An average advisor at Capital Asset Management, Inc manages around 136 client accounts. SmartAssets To bring the best of our knowledge and capabilities toour clients, we eventually came together through our shared values to create TCP Asset Management. useful if you want to learn about investing or financial management on your own. Scott is charged with institutional money management and managing all aspects of the separately managed account (SMA) business. Capital Asset Management, Inc does not have any disclosures. Hamilton Capital leads off our list of Columbus' top financial advisors. The named financial professional and firm have not reviewed, approved, or endorsed this profile and Capital Asset Management, Inc is registered in the following states: If you're interested in working with an advisor closer to you, we can help you find one. Investment Advisory services are available only to residents that reside in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, MN, NC, OH, PA, SC, TN, TX, WV, WY. This is her family. Capital Asset Management, Inc administers $146.7 million in total assets over 271 customer accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Community Properties of Ohio is an affiliate of Ohio Capital Corporation for Housing, a non-profit financial intermediary of Low Income Housing Tax Credits. They together have three children, a great dane and 2 cats. Over the years he has qualified for several Presidents Conferences before joining TCP Asset Management in November of 2019. Mark and Megan are members of Christian Fellowship Church and support several ministries in the central Ohio area. For Businesses; Free Company Listing; Premium Business Listings . Fred Zabonik, Manager 4200 Surface Road Columbus, Ohio 43228 614-752-0076 It controls $147 million in assets under management across its 271 client accounts, making it one of the mid-sized firms in the nation by assets under management. Community based management empowering residents. Instructional and Discussion on Policy and Inventory situations. Diron has been in the financial services industry for over 20 years and has held a variety of positions in on Wall Street that give him a keen eye for combining clients needs with modern asset management concepts. Pho ne . If you're asked to log in with an OHID - the state's best-of-breed digital identity - your privacy, data, and personal information are protected by all federal and state digital security guidelines. Branda is married to Josh, who is also one of her business partners. By regularly collaborating, we leverage our individual backgrounds in order to come up with the most robust ideas and solutions to meet your needs. are not responsible for its accuracy. Paradigm Properties Regional Offices. Dakota holds his Series 6 and 63 licenses. He has earned the Certified Financial Planner designation (CFP) and is a member of The Columbus Foundation Professional Council. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching I have a Bachelor of Science degree from Ball State University. Rob Joined TCP Asset Management in April 2016. With many collaborative relationships, Mark joined with Trendency Capital Partners in 2016. Skipping this important step in financial planning can have disastrous consequences for investors, including those investors at the highest levels of wealth. When away from the office, he enjoys spending quality time outdoors with his wife and children. Towne Properties provides customized, full-service management. John also specializes in establishing new client relationships and managing current client benefit accounts. info@capitalassetmgmt.com. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the United States, Firms can sometimes charge customers using non-traditional fee structures. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Our matching tool simplifies the process of finding a financial advisor. geography, and willingness to work with a remote advisor). The purpose of this section is to . The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data The matching tool does not include An Ohio.gov website belongs to an official government organization in the State of Ohio. in the aforementioned profile. This is the firm's assistance with choosing other advisors to work with who may have different specialties. Profile content is produced by SmartAsset independently of any John has been a speaker at many state-wide symposiums, including the Ohio Hospital Association Annual Conference, the Ohio Society of Hospital Human Resources Administrators and the Ohio Society of CPAs. The advisory firm's typical account size is $541,320. Monday - Friday 8:00-5:00, Finance Director's A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Click here to find your advisor matches today. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Cyndi currently assists TCPs Partners with administrative tasks including office support and event planning. The State of Ohio's biennial Capital Budget, enacted in each even-numbered year, provides appropriations for the repair, reconstruction and construction of capital assets of state agencies, colleges, universities and school districts. Established in 2000, the firm offers advisory services on organizing assets, identifying life and financial goals, and making astute investment choices. Columbus, OH. YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated companies. You'll typically pay a lower rate the more assets you have under management. Columbus, Ohio. John helps clients with corporate benefit plans, corporate retirement plans, corporate financial education for employees and private client wealth management. match you with the advisor or firm mentioned in this profile. In 2008 he relocated to Columbus, Ohio where he worked at The Ohio State University as the Director of Operations for the mens lacrosse team for 12 years. Phils leadership was central to the design and implementation of the strategic planning process with one of Columbus largest employers. profile-compliance@smartasset.com. Her love of this business has kept her continually striving to maintain a high level service to all clients (internal and external). Capital Asset Management, Inc is legally permitted to provide services to investors across a few states, including Ohio and Texas. 3178 Kingsdale Ctr Upper Arlington, OH 43221-2000 T: 614.442.2340 F: 866.208.0574 TF: 888. . 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