Capital Client Group, Inc.

Overview

Capital Client Group, Inc. is a corporate-structured financial services firm registered with the SEC in 2013. The business combines broker-dealer and insurance broker activities and is identified as a related adviser to other entities. The firm is owned by a mix of a domestic entity and an individual and reports an “other” fee structure rather than a standard asset-based advisory fee model. It does not self-identify as an active ESG investor, a multi-state adviser, or a capital allocator. Industry affiliations listed for the organization include roles typical of a broader financial services platform: other investment adviser, CPO/CTA, banking or thrift institution, trust company, and sponsor/GP/managing member of pooled investment vehicles.

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Location & Offices