Carly Nixon has been an investment adviser representative at Capital Consulting & Asset Management since October 2024, and is not listed among the firm’s executive officers or direct owners. Carly Nixon holds a Masters in Education from the University of Colorado.
Capital Consulting & Asset Management, Inc. is a Lincoln, NE firm with $219M under management, 180 clients and 3 advisers in one office, as of its March 2026 filing.
Carly Nixon is Financial Advisor of Capital Consulting & Asset Management (CCAM). She joined CCAM in 2021 and has a background in nonprofit management and higher education. She is also a professor at Colorado Mountain College.
- – present · 2 yearsFrisco, CO · Adviser representative · Firm CRD 41438
Professional designations
Listed by Capital Consulting & Asset Management
- CFP®
Investment adviser representative registrations
Carly Nixon is registered as an investment adviser representative in 3 states. Each was approved in October 2024.
- ColoradoSince 8 October 2024
- NebraskaSince 8 October 2024
- WashingtonSince 8 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 14 September 2024 |
- Name
- Securities Industry Essentials Examination
- CRD
- 7852099
- Firm
- Capital Consulting & Asset Management · CRD 41438
- Office
- Frisco, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ccam.net
Where does Carly Nixon work?
Carly Nixon is an investment adviser representative registered through Capital Consulting & Asset Management, Inc. since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Carly Nixon a financial advisor?
Yes. Carly Nixon has a current investment-adviser registration in Colorado, Nebraska and Washington, through Capital Consulting & Asset Management since October 2024.
How many years of experience does Carly Nixon have?
Carly Nixon has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Carly Nixon passed?
Carly Nixon passed the SIE in September 2024.
Where is Carly Nixon based?
Carly Nixon’s registered office is in Frisco, CO.
Is Carly Nixon registered with FINRA?
No. Carly Nixon has no current broker registration.
Is Carly Nixon a CFP?
Capital Consulting & Asset Management lists Carly Nixon with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Carly Nixon’s record?
Search CRD 7852099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carly Nixon’s full registration record.
