CAPITAL CONSULTING & ASSET MANAGEMENT

Overview

Capital Consulting & Asset Management is an independent registered investment adviser that has operated since the mid-1990s and positions itself as a capital allocator for high-net-worth individuals and families. The firm runs discretionary portfolios for clients, favors pooled public funds as the backbone of client portfolios, and supplements those core exposures with customized manager allocations across alternatives when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, and it also functions as an insurance broker — a capability it uses to place annuities and other insurance-linked solutions. The firm charges clients on a percentage-of-AUM basis and can bill hourly for planning or consulting work. It is not an active ESG investor, and its model emphasizes manager selection and third-party allocations rather than building out extensive in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices