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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Consulting & Asset Management Inc
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|---|---|
| CRD # | 41438 |
| SEC # | 801-52357 |
| CIK # | |
| AUM | $182.2 M (2025-06-25) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Phone | 402-477-2500 |
| Address | 140 N 8th Street Lincoln, NE 68508 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 136.6 |
| (b) Individuals (high net worth individuals) | 52 | 45.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,605 | 182.2 |
| By Discretionary | ||
| Discretionary | 1,605 | 182.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,605 | 182.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.2 | |
| Total | 1,605 | 182.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KCD Financial Inc
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|
WI | 0.2 |
|
Meridian Capital Management Group Inc
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|
OH | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Keynote Financial Services LLC
✚
|
CT | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
|
North American Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Assured Retirement Financial Group Inc
✚
|
MN | 0.2 |
|
Bedminster LLC
✚
|
SC | 0.2 |
|
Pinnacle Wealth Management LLC
✚
|
CA | 0.2 |
|
Alexis Investment Partners LLC
✚
|
0.2 |