Capital Consulting & Asset Management

Capital Consulting & Asset Management (CRD# 41438) is a financial advisory firm headquartered in Lincoln, NE. They manage $265,500,701 in 1,457 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $182,224
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
The map below shows states where this firm has explicit registration only.

AZ, CA, MN, NE, TX, WA

Financial Advisors at Capital Consulting & Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Robert E. Nixon
CRD#: 865645
140 N. 8th Street, Suite 410, Lincoln, NE 68508

Robert Nixon (CRD# 865645) is an Investment Advisor Representative working at Capital Consulting & Asset Management in Lincoln, NE and has over 42 years of experience in the finance industry.

2
Amber R. Roemer
CRD#: 5536850
140 N. 8th Street, 410 The Apothecary, Lincoln, NE 68508

Amber Roemer (CRD# 5536850) is an Investment Advisor Representative working at Capital Consulting & Asset Management in Lincoln, NE and has over 8 years of experience in the finance industry.

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