Capital Consulting & Asset Management

Capital Consulting & Asset Management (CRD# 41438) is a financial advisory firm headquartered in Lincoln, NE. They manage $264,744,175 in 1,120 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    1,120
    ACCOUNTS
  • Average Account Value
    $236,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, LA, MN, NE, TX, WA

Financial Advisors at Capital Consulting & Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Amber R. Roemer
CRD#: 5536850
140 N. 8th Street, 410 The Apothecary, Lincoln, NE 68508
87
Wealthminder
score

Amber Roemer (CRD# 5536850) is an Investment Advisor Representative working at Capital Consulting & Asset Management in Lincoln, NE and has 1 year of experience in the finance industry.

2
Robert E. Nixon
CRD#: 865645
140 N. 8th Street, Suite 410, Lincoln, NE 68508
41
Wealthminder
score

Robert Nixon (CRD# 865645) is an Investment Advisor Representative working at Capital Consulting & Asset Management in Lincoln, NE and has over 34 years of experience in the finance industry. Robert Nixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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