Capital Consulting & Asset Management
Capital Consulting & Asset Management (CRD# 41438) is a financial advisory firm headquartered in Lincoln, NE. They manage $296,326,030 in 1,490 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Capital Consulting & Asset Management
By the Numbers
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Total Assets Under Management296MILLION
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Total Number of Accounts1,490ACCOUNTS
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Average Account Value$198,877
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
Registered Investment Advisor
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
1
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 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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