Capital Consulting & Asset Management

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

140 N 8th St Ste 410, Lincoln, Nebraska,...

Phone Number

(402) 477-2500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
1
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1

About Capital Consulting & Asset Management

Capital Consulting & Asset Management, Inc. (CCAM) is an independent advisory firm based in Lincoln, Nebraska, specializing in investment advisory and consulting services. They offer a range of services including financial planning, fiduciary services, and corporate retirement plans, aimed at helping clients build and preserve wealth. Their clients include successful professionals, businesses, families, and institutions who seek personalized wealth management strategies. CCAM is committed to acting as a fiduciary, ensuring that clients' interests are prioritized in all financial matters.Explore more
Capital Consulting & Asset Management's Social MediaPopular SearchesCapital Consulting & Asset Management IncCapital Consulting & Asset ManagementCapital Consulting Asset Management IncConsulting Asset Management IncSIC Code 62,628NAICS Code 52,523Show more

Capital Consulting & Asset Management Org Chart

PhoneEmail
MT
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Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Consulting & Asse...

<$5M
11-50
Private
-
1996
MT
Megan TeaterManager, Client Services
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2009
RC
Raymond ChildsPortfolio Manager
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPrincipal and Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Consulting & Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Consulting & Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Consulting & Asset Management.

Capital Consulting & Asset Management Tech Stack

A closer look at the technologies used by Capital Consulting & Asset Management

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Frequently Asked Questions Regarding Capital Consulting & Asset Management

What is Capital Consulting & Asset Management's official website?
Capital Consulting & Asset Management's official website is www.ccam.net
What is Capital Consulting & Asset Management's Revenue?
Capital Consulting & Asset Management's revenue is <$5 Million
What is Capital Consulting & Asset Management's SIC code?
Capital Consulting & Asset Management's SIC: 62,628
What is Capital Consulting & Asset Management's NAICS code?
Capital Consulting & Asset Management's NAICS: 52,523
How many employees does Capital Consulting & Asset Management have?
Capital Consulting & Asset Management has 11-50 employees
What industry does Capital Consulting & Asset Management belong to?
Capital Consulting & Asset Management is in the industry of: Finance, Securities Trading
What is Capital Consulting & Asset Management competition?
Capital Consulting & Asset Management top competitors include: Shorepoint Capital Partners, Isthmus Partners, Furlong Investment Solutions, Chronos Wealth Management
What technology does Capital Consulting & Asset Management use?
Some of the popular technologies that Capital Consulting & Asset Management uses are: Google Cloud Web Serving, Google Cloud Platform, Redtail CRM
How do I contact Capital Consulting & Asset Management?
Capital Consulting & Asset Management contact info: Phone number: (402) 477-2500 Website: www.ccam.net
What does Capital Consulting & Asset Management do?

Capital Consulting & Asset Management, Inc. (CCAM) is an independent advisory firm based in Lincoln, Nebraska, specializing in investment advisory and consulting services. They offer a range of services including financial planning, fiduciary services, and corporate retirement plans, aimed at helping clients build and preserve wealth. Their clients... include successful professionals, businesses, families, and institutions who seek personalized wealth management strategies. CCAM is committed to acting as a fiduciary, ensuring that clients' interests are prioritized in all financial matters.Read More

What are Capital Consulting & Asset Management social media links?
Capital Consulting & Asset Management Linkedin page Capital Consulting & Asset Management Facebook page
Is Capital Consulting & Asset Management a public company?
Capital Consulting & Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Capital Consulting & Asset Management

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