Capital Client Group, Inc.

Overview

Capital Client Group, Inc. is a corporate broker-dealer and insurance broker that is SEC-registered as an investment adviser (registration date: 2013). The firm is owned through a combination of a domestic entity and an individual and is identified in the data as having a related adviser. It does not classify itself under a standard advisory category in the available snapshot and is not marked as an active ESG investor. The firm's public profile emphasizes broker-dealer and insurance distribution activities while also showing affiliations with other investment-industry roles — including connections to other investment advisers, commodity pool operators/CTAs, banking or thrift institutions, trust companies, and sponsors or general partners of pooled vehicles. Its stated fee structure is listed as "Other," suggesting nonstandard or mixed compensation arrangements that could reflect brokerage commissions, insurance compensation, and adviser fees through affiliated entities.

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Location & Offices