Overview
Assets Under Management: $182 million
Headquarters: LINCOLN, NE
High-Net-Worth Clients: 52
Average Client Assets: $875,787
Frequently Asked Questions
CAPITAL CONSULTING & ASSET MANAGEMENT, INC. 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, INC. is subject to fiduciary duty under federal law.
CAPITAL CONSULTING & ASSET MANAGEMENT, INC. is headquartered in LINCOLN, NE.
CAPITAL CONSULTING & ASSET MANAGEMENT, INC. serves 52 high-net-worth clients according to their SEC filing dated June 25, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL CONSULTING & ASSET MANAGEMENT, INC. offers 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, INC. manages $182 million in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, CAPITAL CONSULTING & ASSET MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.00
Average High-Net-Worth Client Assets: $875,787
Total Client Accounts: 1,605
Discretionary Accounts: 1,605
Regulatory Filings
CRD Number: 41438
Filing ID: 1999976
Last Filing Date: 2025-06-25 13:48:00
Website: https://ccam.net