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CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CRD 305013File 801-117202
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$253.9M
Below cohort median (national)
Discretionary AUM
$253.8M
Non-discretionary $149K
Clients
115
316 accounts
Employees
5
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 16, 2019
- Principal office
- 2 SCHOONER LN, SUITE 1-12, MILFORD, CT, 06460
- Phone
- 203-877-1520
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $253.9M
- Discretionary AUM
- $253.8M
- Non-discretionary AUM
- $149K
- Discretionary accounts
- 312
- Non-discretionary accounts
- 4
- Total accounts
- 316
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $886K |
| High net worth individuals | 53 | $223.5M |
| Individuals (other than high net worth individuals) | 61 | $29.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | Clients | 118 | 115 | decreased by3 |
| Apr 1, 2026 | AUM | $222,730,006 | $253,921,421 | increased by$31,191,415 |
| Apr 1, 2026 | Accounts | 321 | 316 | decreased by5 |
| Jan 1, 2026 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 106 | 118 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $228,260,406 | $222,730,006 | decreased by$5,530,400 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 247 | 321 | increased by74 |
| Feb 1, 2022 | Employees | 4 | 5 | increased by1 |
| Feb 1, 2022 | Clients | 96 | 106 | increased by10 |
| Feb 1, 2022 | AUM | $192,396,447 | $228,260,406 | increased by$35,863,959 |
| Feb 1, 2022 | Accounts | 230 | 247 | increased by17 |
| Oct 1, 2021 | Employees | 5 | 4 | decreased by1 |
| 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 “CONNECTICUT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONNECTICUT CAPITAL” 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.