Capital Consulting & Investment Group LLC

Overview

Capital Consulting & Investment Group LLC is a privately held limited liability company registered in North Carolina and owned by an individual. The firm mixes advisory work with brokerage and other financial-product distribution: its disclosed business activities include insurance brokerage, accounting services and sales of other financial products. On the advisory side it offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator or an active ESG investor. Fee arrangements are flexible and include a percentage-of-assets option alongside hourly and fixed-fee engagements and commissionable product sales. The combination of fee-based planning and commission-capable product distribution suggests the firm serves clients via both traditional advisory relationships and brokerage-style transactions.

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Location & Offices