Connecticut Capital Management Group, LLC
Firm details
- Headquarters
- Milford, Connecticut
- CRD number
- 305013
- Registered since
- August 16, 2019
- Website
- www.connecticutcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88%
- Individuals11.65%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Connecticut Capital Management Group, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2019. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that sources and selects third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension‑related consulting work, and the selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by fixed fees. The firm lists an insurance company among its industry affiliations and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- State & Local Bonds24%
- Public Funds/Mutual Funds24%
- Other16%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$61.9M in ETFs
78%
$48.1M
22%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $7.8M | 76,349 | 12.60% |
Location
Milford, CT
New Haven
Location
Milford, CT
Headquartered in Milford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 2 Schooner Ln
- Time zone
- ET (UTC-5)
- Office locations
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