Amber Roemer
Investment adviser representative at Capital Consulting & Asset Management
18 yearsExperience
6 statesRegistered in
$218.7MFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Kovack Securities, Inc.Apr 2026 to now
- Capital Consulting and Asset ManagementMay 2008 to now
- Geneos Wealth ManagementApr 2009 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, MN, NE, TX, WA).
Capital Consulting & Asset Management
Legal name: Capital Consulting & Asset Management, Inc.
$218.7MAssets managed
180Clients
3Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5536850
- Firm CRD
- 41438