# Connecticut Capital Management Group, LLC

> Connecticut Capital Management Group, LLC is an SEC-registered investment advisory firm in Milford, CT, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 305013
- Filed as: CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milford, CT
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305013
- AdvisorCensus page: https://advisorcensus.com/firm/connecticut-capital-management-group-llc-milford-ct-305013

## Quick answers

**How is Connecticut Capital Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Connecticut Capital Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Connecticut Capital Management Group, LLC charge?**
Its Form ADV Part 2A brochure dated May 13, 2026 states: Flat fee: $1,000 to $20,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Connecticut Capital Management Group, LLC located?**
Connecticut Capital Management Group, LLC's principal office is in Milford, CT, according to its Form ADV.

**Is Connecticut Capital Management Group, LLC registered with the SEC or a state?**
Connecticut Capital Management Group, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305013.

**How much does Connecticut Capital Management Group, LLC manage?**
Connecticut Capital Management Group, LLC reports $253,921,421 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Connecticut Capital Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Connecticut Capital Management Group, LLC: Regulatory assets under management: $192,396,447 in the October 2021 data and $253,921,421 in the October 2026 data, up 32%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Connecticut Capital Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (53); charitable organizations (1).

**Which custodians does Connecticut Capital Management Group, LLC use?**
Connecticut Capital Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Connecticut Capital Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305013

**Does Connecticut Capital Management Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "CCMG generally does not require an account minimum."

**What changed in Connecticut Capital Management Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $222,730,006 to $253,921,421 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: None

> CCMG generally does not require an account minimum.

- Flat fee: $1,000 to $20,000 (creating client financial plans)

> If no assets are managed by CCMG, the negotiated fixed rate for creating client financial plans is between $1,000 and $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $253,921,421
- Discretionary: $253,772,665
- Non-discretionary: $148,756

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $29,581,776 |
| High net worth individuals | 53 | $223,454,047 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $885,598 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connecticutcapital.com
- LinkedIn @connecticut-capital-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,396,447 | 4 | September 10, 2021 |
| October 2022 | $228,260,406 | 5 | March 23, 2022 |
| October 2023 | $186,139,928 | 5 | June 22, 2023 |
| October 2024 | $203,718,360 | 4 | March 5, 2024 |
| October 2025 | $222,730,006 | 5 | May 23, 2025 |
| October 2026 | $253,921,421 | 5 | May 13, 2026 |

Regulatory assets under management: $192,396,447 in the October 2021 data and $253,921,421 in the October 2026 data, up 32%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $222,730,006 to $253,921,421 (+14%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connecticut Capital Management Group, LLC (CRD 305013): Form ADV filing data as of October 2026.