CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

CAPITAL CONSULTING & ASSET MANAGEMENT

LINCOLN, Nebraska·3 registered advisors·CRD# 41438

SEC# 801-523570402-477-2500

01

Firm Overview

AUM

$296M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CAPITAL CONSULTING & ASSET MANAGEMENT, INC.

3 registered advisors

Amber Rae Roemer

LINCOLN, Nebraska

Cory Gene Koeppen

LINCOLN, Nebraska

Robert Eugene Nixon

LINCOLN, Nebraska

05

Office Locations

LINCOLN, Nebraska

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Data sourced from SEC Form ADV filings. CAPITAL CONSULTING & ASSET MANAGEMENT, INC. (CRD# 41438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.