CAPITAL CONSULTING GROUP, INC

Overview

Capital Consulting Group, Inc. operates as a small, insurance-focused advisory and brokerage firm that positions itself primarily as a capital allocator and selector of outside managers. The firm’s business activity centers on insurance brokerage and recommending third-party advisers rather than running large in-house equity or bond portfolios. Investment activity appears oriented toward yield- and income-oriented solutions—using annuities and mutual funds for core allocations and third-party private credit managers for alternative yield exposure. Capital Consulting Group, Inc. is not an active ESG investor and is classified as a single-state, individual-owner organization; its fee structure is listed as “other,” consistent with a mix of brokerage and advisory compensation models tied to insurance and product distribution. Capital Consulting Group, Inc.’s model emphasizes outsourced manager relationships. Rather than assembling extensive in-house public equity baskets, the firm relies on external fund managers and insurance products to meet client objectives, with private credit used where clients need income, diversification away from public markets, or customized cash-flow profiles.

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