Capital Consulting & Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated March 24, 2026, reports $219M in regulatory assets under management, 8 employees, and 1,988 accounts.
Assets Under Management
$219M
Employees
8
Offices
--
Total Clients
180
Primary office
LINCOLN, NE
140 N. 8TH STREET, 410 THE APOTHECARY, LINCOLN, NE, United States
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
95
2
HNWI
47.2%
85
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of March 24, 2026
Discretionary100.0%
$219M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts1,988
10Y AUM Change$-44M (-16.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.