|
⚲
|
| Capital Consulting & Asset Management Inc
✚
| |
|---|---|
| CRD # | 41438 |
| SEC # | 801-52357 |
| CIK # | |
| AUM | $296.3 MM (2024-03-29) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Phone | 402-477-2500 |
| Address | 140 N 8th Street Lincoln, NE 68508 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 147.2 |
| (b) Individuals (high net worth individuals) | 50 | 49.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 100.0 |
| Total | 1,490 | 296.3 |
| By Discretionary | ||
| Discretionary | 1,290 | 196.3 |
| Non-Discretionary | 200 | 100.0 |
| Total | 1,490 | 296.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.3 | |
| Total | 1,490 | 296.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.3 |
|
Kirtland Financial Management Inc
✚
|
FL | 0.3 |
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Sitrin Capital Management LLC
✚
|
CA | 0.3 |
|
Alternative Investment Advisors LLC
✚
|
FL | 0.3 |
|
Pillar Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Register Financial Advisors LLC
✚
|
GA | 0.3 |
|
Marin Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Congress Park Capital LLC
✚
|
NY | 0.3 |
|
Family Capital Management Inc
✚
|
MI | 0.3 |