Carly Nixon

Employer firm

Capital Consulting & Asset Management CRD 41438

$219M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → Present
  Capital Consulting & Asset Management
  Lincoln, NE
• 06/2014 → Present
  Colorado Mountain College
  Dillon, CO
• 10/2021 → 09/2023
  College For Financial Planning
  Centennial, CO
• 11/2018 → 07/2021
  Early Childhood Options
  Dillon, CO
• 05/2014 → 10/2018
  Early Childhood Options
  Dillon, CO

Other Businesses

Part time Professor for Colorado Mountain College. Non-investment related. 333 Fiedler Avenue, Dillon, CO 80435. Teach English (ELL) to Spanish speaking students. Started in June 2014 to present. Approximately 45 hours per month but no hours devoted during security trading hours.

Designations

• Certified Financial Planner

Other Names

• Carly P Nixon