Capital Consulting & Investment Group LLC

Overview

Capital Consulting & Investment Group LLC is a small, individually owned limited liability company that provides retail-facing financial services rather than institutional capital allocation. Its core advisory activities are financial planning, portfolio management for individuals and small businesses, and delivering educational seminars or workshops. The firm also conducts non-advisory business as an insurance broker, accountant, and salesperson of other financial products, which indicates a mix of fee and commission revenue sources. Fee arrangements listed include a percentage-of-AUM option alongside hourly fees, fixed fees, and commission-based compensation. FINTRX classifies the firm as "Unclassified," it is not flagged as a multi-state adviser, not an active ESG investor, and it does not identify as a pension consultant or related adviser. SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives