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CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

CONSTITUTION CAPITAL LLC

CRD 310378 · SEC 801-119493

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2 TRAP FALLS ROAD, SUITE 504, SHELTON, CT, 06484, United States

Phone

(475) 269-3200

Fax

(475) 269-3225

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$241.3M

Discretionary AUM

$241.3M

Team

6 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals126$21.4M
High net worth individuals54$217.2M

States served

MA, NY, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD