CAPITAL COUNSEL LLC

CRD 109001File 801-56844

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.87B

Top 25% of cohort (national)

Discretionary AUM

$2.86B

Non-discretionary $11.2M

Clients

224

785 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 6, 1999
Principal office: 527 MADISON AVE., 19TH FLOOR, NEW YORK, NY, 10022
Phone: 212-350-9333
Website: https://capitalcounsel.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.87B
Discretionary AUM: $2.86B
Non-discretionary AUM: $11.2M
Discretionary accounts: 779
Non-discretionary accounts: 6
Total accounts: 785
AUM per client: $12.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	7	$204.6M
High net worth individuals	199	$2.24B
Pooled investment vehicles	3	$404.3M
Pension and profit sharing plans	Fewer than 5	$15.5M
Individuals (other than high net worth individuals)	15	$7.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.