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CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CRD 305013 · SEC 801-117202
2 SCHOONER LN, SUITE 1-12, MILFORD, CT, 06460, United States
Phone
203-877-1520
Fax
203-877-2729
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.9M
Discretionary AUM
$253.8M
Team
5 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $29.6M |
| High net worth individuals | 53 | $223.5M |
| Charitable organizations | 1 | $886K |
States served
TX, CT
All web addresses on file
Official SEC filing: View on IAPD