Connecticut Capital Management Group, LLC
Firm details
- Headquarters
- Milford, Connecticut
- CRD number
- 305013
- Registered since
- August 16, 2019
- Website
- www.connecticutcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88%
- Individuals11.65%
- Charitable Organizations0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Connecticut Capital Management Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is owner-operated and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include asset-based fees and fixed fees, and its advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. It also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities32%
- State & Local Bonds24%
- Public Funds/Mutual Funds24%
- Other16%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Jordan Marino
Regional Marketing SpecialistCRD 6747477
Eddy Agyeman
Financial PlannerCRD 7624033
Brian Parke
Principal, Senior Wealth ManagerCRD 5355150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$68.2M in ETFs
73%
$50M
26%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $8.2M | 75,516 | 12.08% |
Location
Milford, CT
New Haven
Location
Milford, CT
Headquartered in Milford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 2 Schooner Ln
- Time zone
- ET (UTC-5)
- Office locations
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