CAPITAL CLIENT GROUP, INC.

Overview

Capital Client Group, Inc. is a corporate-structured financial services firm that has been SEC-registered since 2013. The firm operates principally as a broker-dealer and an insurance broker and is owned as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates the organization is not functioning primarily as a capital allocator. The firm is marked as having a related adviser relationship and reports a nonstandard fee structure (“Other”). It is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not a newly formed adviser. Industry affiliations on file include roles beyond brokerage and insurance distribution — such as connections to other investment advisers, commodity pool operator/CTA activity, banking or thrift institutions, trust companies, and serving as sponsor, general partner, or managing member of pooled investment vehicles.

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Location & Offices