A complete list of active advisors currently associated with Capital Consulting & Asset Management

Warmer can help you find a great advisor at Capital Consulting & Asset Management or one who fits your needs even better.

Capital Consulting & Asset Management (CCAM) provides financial planning, portfolio management, and qualified plan consulting to individual investors (including high‑net‑worth clients) and retirement plan sponsors, overseeing approximately $218,676,079 in discretionary assets for about 180 clients. The firm offers written financial plans and ongoing investment advisory services, as well as specialized retirement plan services including due diligence, participant education, and fiduciary consulting. CCAM typically implements client portfolios using firm model portfolios composed largely of mutual funds and ETFs and offers discretionary management based on client profiles, risk tolerance, and stated restrictions; model changes are applied across participating client accounts. For larger accounts (generally those above $500,000), CCAM also allocates to third‑party investment managers to access a broader range of asset classes — including international, emerging markets, private equity, commodities, hedge funds, structured notes, and digital assets. Compared with many peers of its size, CCAM maintains an insurance brokerage capability and its advisory representatives are dually registered with a broker‑dealer, which can result in commissions or 12b‑1 compensation for certain product sales; the firm discloses these potential conflicts and describes oversight and disclosure practices. CCAM also accepts ERISA fiduciary roles — including acting as an ERISA section 3(38) investment manager for retirement plans — and provides fiduciary management services and plan administration support, a level of plan‑sponsor engagement that is notable for a relatively small advisory firm.

To learn more about the advisors currently working at Capital Consulting & Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.