Capital Asset Care Inc (Eagan)


Capital Asset Care Inc is a large advisory firm based in Eagan. It manages $234.08 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Capital Asset Care provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Asset Care: assets under management

The assets under management (AUM) of Capital Asset Care Inc is $234.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $234.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Asset Care Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capital Asset Care Inc

Timothy Allen Schultz has been acting as President since 1 Mar 1997. John Edwin Orner joined the executive team most recently as the President And Chief Investment Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Steven Loosbrock President & ceo 1 Jun 1994 Other 2653791
James Rochat Chief investment officer & treasurer 1 Jun 1994 Other 2099003
Inc. A Minnesota Nonprofit Corporation Aware Integrated Parent corporation 1 Jul 1994 75% - 100% 41-1785972
Scott Dennis Johnston Secretary 1 Mar 1996 Other 4356000
Timothy Allen Schultz Director 1 Mar 1997 Other 4355995
Nancy Fleming Nelson Director, chairperson 1 May 1998 Other 4355994
Mark William Banks Director, president & ceo of aware integrated, inc. 1 Jan 2000 Other 4356002
James Kertz Rochat President and chief investment officer 1 Aug 2002 Other 2099003
John Edwin Orner Treasurer 1 Aug 2002 Other 1864702
Timothy Monnier Peterson Director, chairperson 1 Dec 2003 Other 4768230
John Edwin Orner President and chief investment officer 1 Dec 2004 Other 1864702
Arthur William Havican Treasurer 1 Dec 2004 Other 4892898

Based in Eagan

The principal office where Capital Asset Care Inc performs its advisory services is located at 3535 Blue Cross Road, Eagan, MN 55122 1154, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 651-662-8383 or by fax 651-662-8383. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.bondmanager.com.