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CAPITAL CONSULTING & ASSET MANAGEMENT

140 N. 8th Street
410 The Apothecary
Lincoln, Nebraska 68508
Tel: 402-477-2500

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About CAPITAL CONSULTING & ASSET MANAGEMENT

CAPITAL CONSULTING & ASSET MANAGEMENT, formally registered with the SEC as CAPITAL CONSULTING & ASSET MANAGEMENT. The firm was established in 07/03/1996. They have over 1 offices throughout the country.

CAPITAL CONSULTING & ASSET MANAGEMENT is a Lincoln, Nebraska based Financial Planning firm with nearly $296,326,030 assets under management, offering retirement planning & investment advisory services to 1490 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#41438
SEC#801-52357
Assets Managed by Firm$296,326,030
No. of Clients1490
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1490$296,326,030
Individuals (other than high net worth individuals)106$147,244,522
High net worth individuals50$49,081,508

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