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 registered investment adviser organized as an LLC and operating as a capital allocator to both wealthy individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its fees include percentage‑of‑AUM arrangements and fixed fees. The adviser is not identified as an active ESG investor and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 4JORDAN MARINO
Regional Marketing SpecialistCRD 6747477
Eddy Agyeman
Financial PlannerCRD 7624033
BRIAN PARKE
Partner, MemberCRD 5355150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$59.8M in ETFs
74%
$44.4M
25%
$15.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $8.1M | 74,274 | 13.53% |
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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