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Capital Consulting & Asset Management

Capital Consulting & Asset Management. CRD 41438

Capital Consulting & Asset Management logo

CRD: 41438

Capital Consulting & Asset Management

Lincoln, NE, 68508
4024772500
www.ccam.net
$218.7M Total AUM
$218.7M Disc. AUM
-6.4% 3Y CAGR
8 Employees
180 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Timber momentum
Established Date
07-03-1996
Office Locations
3

Office Locations

140 N. 8TH Street 410 THE Apothecary Lincoln NE
140 N. 8TH Street Suite 410 Lincoln NE
-- Frisco CO

About Capital Consulting & Asset Management

Capital Consulting & Asset Management (CCAM) is an independent Lincoln, Nebraska wealth management firm providing financial planning, investment advisory, consulting, insurance solutions, and fiduciary services. The team builds and preserves client wealth through individualized strategies and a documented Investment Policy Statement, and also supports businesses with qualified corporate retirement plans. CCAM acts as a fiduciary on all managed accounts.

Team overview

-- AVG AGE
$72.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Fusion glacier North Insight Atlas Alpha Foundation eagle

Client Personas

Alpha

Custodian

Focus Pioneer matrix Zenith

Investment Themes

Harbor ember Ember fusion Catalyst oak Unison eagle

Investment Vehicles

Ridge

Services

Focus zenith Harbor North radial Element horizon Bridge Vertex vector Foundation Horizon Oak Vertex vital Vital foundation Timber Meridian momentum

Technology

Wave foundation

Owner & Executives

Robert Nixon

Robert Nixon

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#865645
Ownership
75% or more
(947) 756-1154
alpha.value@northcapital.com
in linkedin.com/in/prime-fusion

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Contacts

C

Carly Nixon

Financial Advisor

CRD
#7852099
(404) 616-6276
quantum.alpha@frontiercapital.com
in linkedin.com/in/pathway-meridian
Amber Roemer

Amber Roemer

Financial Advisor, General Partner

CRD
#5536850
(803) 585-3533
catalyst.eagle@embercapital.com
in linkedin.com/in/ember-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-29-2023
10-07-2024
10-27-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $218,676,079 $109,998
Non-Discretionary $0 --
Total $218,676,079 $109,998

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Separately Managed Accounts

Total SMA Asset: $218,676,079

$218.7M Total SMA
Public Funds:
24.1%
Equity - Exchange:
24.6%
Other:
21.9%
Cash:
13.4%
Municipal Bonds:
16.0%
Asset class Assets Assets %
Public Funds $188,468,828 24.1%
Equity - Exchange $192,378,970 24.6%
Other $171,264,205 21.9%
Cash $104,791,797 13.4%
Municipal Bonds $125,124,533 16.0%
Total $782,028,333 100.0%

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