Capital Consulting & Asset Management
Capital Consulting & Asset Management is an SEC-registered wealth manager in Lincoln, NE with $218.7M assets under management (AUM, regulatory AUM), -23% over one year. See who owns Capital Consulting & Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 41438, SEC 801-52357, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $218.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Lincoln, NE
- Employees
- 8
- Clients
- 180
- CRD
- 41438
- Ownership
- NIXON, ROBERT, EUGENE; KOEPPEN, CORY, GENE; BUHRMAN, NATHAN, RONALD; ROEMER, AMBER, RAE
How much AUM does Capital Consulting & Asset Management have?
Capital Consulting & Asset Management reported $218.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Capital Consulting & Asset Management?
Disclosed owners and executives of Capital Consulting & Asset Management include NIXON, ROBERT, EUGENE, KOEPPEN, CORY, GENE, BUHRMAN, NATHAN, RONALD, ROEMER, AMBER, RAE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.