Capital Consulting & Investment Group LLC

Overview

Capital Consulting & Investment Group LLC is a North Carolina–registered limited liability company owned by an individual. The firm’s public profile indicates a hybrid set of activities: it operates as an insurance broker and provides accounting and other financial product sales alongside its advisory work. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm’s fee framework is flexible and includes asset-based fees, hourly billing, fixed fees and commissions. FINTRX classifies the firm as unclassified and notes it does not serve as a capital allocator; it also does not identify the firm as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices