Overview
Assets Under Management: $219 million
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 85
Average Client Assets: $1.2 million
Frequently Asked Questions
CAPITAL CONSULTING & ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #41438), CAPITAL CONSULTING & ASSET MANAGEMENT is subject to fiduciary duty under federal law.
CAPITAL CONSULTING & ASSET MANAGEMENT is headquartered in LINCOLN, NE.
CAPITAL CONSULTING & ASSET MANAGEMENT serves 85 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CAPITAL CONSULTING & ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPITAL CONSULTING & ASSET MANAGEMENT manages $219 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CAPITAL CONSULTING & ASSET MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.00%
Average Client Assets: $1.2 million
Total Client Accounts: 1,988
Discretionary Accounts: 1,988
Regulatory Filings
CRD Number: 41438
Filing ID: 2075378
Last Filing Date: 2026-03-24 12:17:50