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CAPITAL CONSULTING & ASSET MANAGEMENT

CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CRD 41438 · SEC 801-52357

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140 N. 8TH STREET, 410 THE APOTHECARY, LINCOLN, NE, 68508, United States

Phone

402-477-2500

Fax

866-884-8816

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$218.7M

Discretionary AUM

$218.7M

Team

8 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals95$115.9M
High net worth individuals85$102.8M

States served

AZ, CA, CO, MN, NE, WA, TX

All web addresses on file

Official SEC filing: View on IAPD