CAPITAL CONSULTING & ASSET MANAGEMENT

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

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 Status	Approved
Firm CRD#	41438
SEC#	801-52357
Assets Managed by Firm	$296,326,030
No. of Clients	1490
No. of Advisors	8

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 Clients	AUM
Firm Total	1490	$296,326,030
Individuals (other than high net worth individuals)	106	$147,244,522
High net worth individuals	50	$49,081,508

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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