CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
Legal name: CAPITAL CONSULTING & ASSET MANAGEMENT
CRD #41438 SEC #801-52357 LINCOLN, NE 402-477-2500
SEC Registered
Total AUM
$182.2M
Discretionary
$182.2M
Employees
7
Clients
101
Accounts
1,605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $182.2M | $182.2M | $0 | 7 | 0 |
| Oct 2025 | $182.2M | $182.2M | $0 | 7 | 0 |
| Jun 2025 | $182.2M | $182.2M | $0 | 7 | 0 |
| Jun 2025 | $182.2M | $182.2M | $0 | 7 | 0 |
| Mar 2025 | $282.2M | $182.2M | $100M | 8 | 0 |
| Oct 2024 | $296.3M | $196.3M | $100M | 8 | 0 |
| Mar 2024 | $296.3M | $196.3M | $100M | 7 | 0 |
| Mar 2023 | $265.5M | $165.5M | $100M | 6 | 0 |
| Mar 2022 | $278.5M | $178.5M | $100M | 5 | 0 |
| Mar 2021 | $260.3M | $160.3M | $100M | 5 | 0 |
| Jun 2020 | $297.7M | $197.7M | $100M | 5 | 0 |
| Apr 2020 | $297.7M | $197.7M | $100M | 5 | 0 |
| Mar 2020 | $297.7M | $197.7M | $100M | 5 | 0 |
| Nov 2019 | $272.4M | $172.4M | $100M | 5 | 0 |
| Mar 2019 | $272.4M | $172.4M | $100M | 5 | 0 |
| Aug 2018 | $286.6M | $186.6M | $100M | 5 | 0 |
| Mar 2018 | $286.6M | $186.6M | $100M | 5 | 0 |
| Mar 2017 | $262.2M | $162.2M | $100M | 5 | 140 |
| Feb 2016 | $264.7M | $164.7M | $100M | 5 | 140 |
| Mar 2015 | $270.6M | $170.6M | $100M | 5 | 140 |
| Mar 2014 | $252.2M | $152.2M | $100M | 5 | 134 |
| Feb 2013 | $227.5M | $127.5M | $100M | 5 | 134 |
| Jul 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| Jun 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| Jun 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| May 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| May 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| Apr 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| Apr 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| Mar 2012 | $204.2M | $104.2M | $100M | 1 | 134 |
| May 2011 | $102.6M | $102.6M | $0 | 5 | -- |
| Apr 2011 | $88M | $88M | $0 | 5 | -- |
| Mar 2011 | $88M | $88M | $0 | 5 | -- |
| Apr 2010 | $88M | $88M | $0 | 5 | -- |
| Dec 2007 | $76.8M | $76.8M | $0 | 5 | -- |
| Mar 2007 | $76.8M | $76.8M | $0 | 5 | -- |
| Dec 2005 | $59.3M | $59.3M | $0 | 5 | -- |
| Dec 2004 | $59.3M | $59.3M | $0 | 5 | -- |
| Apr 2002 | $60.9M | $60.9M | $0 | 5 | -- |
DateOct 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$282.2M
Discretionary$182.2M
Non-Disc.$100M
Employees8
Clients0
DateOct 2024
Total AUM$296.3M
Discretionary$196.3M
Non-Disc.$100M
Employees8
Clients0
DateMar 2024
Total AUM$296.3M
Discretionary$196.3M
Non-Disc.$100M
Employees7
Clients0
DateMar 2023
Total AUM$265.5M
Discretionary$165.5M
Non-Disc.$100M
Employees6
Clients0
DateMar 2022
Total AUM$278.5M
Discretionary$178.5M
Non-Disc.$100M
Employees5
Clients0
DateMar 2021
Total AUM$260.3M
Discretionary$160.3M
Non-Disc.$100M
Employees5
Clients0
DateJun 2020
Total AUM$297.7M
Discretionary$197.7M
Non-Disc.$100M
Employees5
Clients0
DateApr 2020
Total AUM$297.7M
Discretionary$197.7M
Non-Disc.$100M
Employees5
Clients0
DateMar 2020
Total AUM$297.7M
Discretionary$197.7M
Non-Disc.$100M
Employees5
Clients0
DateNov 2019
Total AUM$272.4M
Discretionary$172.4M
Non-Disc.$100M
Employees5
Clients0
DateMar 2019
Total AUM$272.4M
Discretionary$172.4M
Non-Disc.$100M
Employees5
Clients0
DateAug 2018
Total AUM$286.6M
Discretionary$186.6M
Non-Disc.$100M
Employees5
Clients0
DateMar 2018
Total AUM$286.6M
Discretionary$186.6M
Non-Disc.$100M
Employees5
Clients0
DateMar 2017
Total AUM$262.2M
Discretionary$162.2M
Non-Disc.$100M
Employees5
Clients140
DateFeb 2016
Total AUM$264.7M
Discretionary$164.7M
Non-Disc.$100M
Employees5
Clients140
DateMar 2015
Total AUM$270.6M
Discretionary$170.6M
Non-Disc.$100M
Employees5
Clients140
DateMar 2014
Total AUM$252.2M
Discretionary$152.2M
Non-Disc.$100M
Employees5
Clients134
DateFeb 2013
Total AUM$227.5M
Discretionary$127.5M
Non-Disc.$100M
Employees5
Clients134
DateJul 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateJun 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateJun 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateMay 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateMay 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateApr 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateApr 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateMar 2012
Total AUM$204.2M
Discretionary$104.2M
Non-Disc.$100M
Employees1
Clients134
DateMay 2011
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$88M
Discretionary$88M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees5
Clients--