Capital Client Group, Inc.

Overview

Capital Client Group, Inc. is organized as a corporation and has been SEC-registered since 2013. The firm is reported to operate primarily as a broker-dealer and an insurance broker rather than as a traditional fee-based investment manager. Ownership is listed as a combination of a domestic entity and an individual, and the firm is flagged as a related adviser to other entities. Regulatory and business descriptors identify the firm as unclassified, with a fee structure recorded as "Other." It is not designated as an active ESG investor, a multi-state adviser, a pension consultant, or a newly formed adviser. Industry affiliations include roles beyond brokerage and insurance—specifically connections to other investment advisers, commodity pool operators/CTAs, banking or thrift institutions, trust companies, and positions as sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices