Capital Client Group, Inc.

Overview

Capital Client Group, Inc. is organized as a corporation and has been SEC-registered since 2013. The firm operates in broker-dealer and insurance-broker capacities and reports an owner structure that includes both a domestic entity and an individual. It is identified as a related adviser to other entities and lists a fee structure categorized as "other." The firm is not marked as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Beyond its broker-dealer and insurance-broker activities, Capital Client Group, Inc. declares affiliations across multiple industry roles, including other registered investment adviser relationships, commodity pool operator/commodity trading advisor functions, banking or thrift institution links, trust company involvement, and positions as sponsor, general partner, or managing member of pooled investment vehicles. Those affiliations suggest the firm participates in distribution and sponsor roles in addition to typical brokerage and insurance intermediation.

Investments & Alternatives

Location & Offices