CONTEGO CAPITAL GROUP, INC.

RIASEC RegisteredEst. 2018

Total AUM

$88M

Discretionary

$88M

100% of AUM

Avg account

$492K

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: EDINA, Minnesota
CRD number: 128518
Registered since: August 17, 2018
Website: www.contegocap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ALERUS FINANCIAL CORP.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI42.76%
Investment Companies25.23%
Other Investment Advisers16.31%
Pension & Profit Sharing Plans15.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Contego Capital Group, Inc. is an independent registered investment advisor that began SEC registration in 2018 and is individually owned. The firm serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across a range of client types: individuals and small businesses, investment companies, businesses or institutions, and pension-related engagements. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. The firm lists an industry affiliation with an insurance company and indicates it does not position itself as a capital allocator.