Capital Counsel Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Capital Counsel, federally registered in 1999, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 11 advisors. Capital Counsel manages $1.5 billion and provides investment advisory services for 173 clients (1:16 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $8,767,698
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:16
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 109001)
State(s) Registered CA, CT, DC, FL, IL, ME, MD, MA, NE, NH, NJ, NY, PA, SC, TN, TX, VA

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