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CAPITAL COUNSEL LLC
CRD 109001File 801-56844
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.87B
Top 25% of cohort (national)
Discretionary AUM
$2.86B
Non-discretionary $11.2M
Clients
224
785 accounts
Employees
13
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://www.capcounsel.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 197 | 224 | increased by27 |
| Apr 1, 2026 | AUM | $2,603,303,319 | $2,874,453,202 | increased by$271,149,883 |
| Apr 1, 2026 | Accounts | 731 | 785 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 12 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 201 | 197 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,586,824,676 | $2,603,303,319 | increased by$16,478,643 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 643 | 731 | increased by88 |
| Apr 1, 2022 | Clients | 195 | 201 | increased by6 |
| Apr 1, 2022 | AUM | $2,047,401,344 | $2,586,824,676 | increased by$539,423,332 |
| Apr 1, 2022 | Accounts | 630 | 643 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL COUNSEL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL COUNSEL” may also match similarly-named firms). Confirm identity against each filing.
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.