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CAPITAL CLIENT GROUP, INC.
CRD 6247File 801-77946
APPROVED
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
Not reported
Discretionary AUM
Not reported
Clients
0
Not reported accounts
Employees
925
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 25, 2013
- Principal office
- 333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CA, 90071-1406
- Phone
- 213-486-9200
- Website
- https://www.icanretire.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- Not reported
- Discretionary AUM
- Not reported
- Non-discretionary AUM
- Not reported
- Discretionary accounts
- Not reported
- Non-discretionary accounts
- Not reported
- Total accounts
- Not reported
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — AS AGREED UPON IN A MANNER THAT COVERS REGISTRANT'S COSTS
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 911 | 925 | increased by14 |
| Aug 12, 2026 | AUM | $0 | — | |
| Aug 12, 2026 | Accounts | 0 | — | |
| Jun 1, 2026 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 852 | 911 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 865 | 852 | decreased by13 |
| Oct 1, 2022 | Employees | 825 | 865 | increased by40 |
| Oct 1, 2021 | Employees | 806 | 825 | increased by19 |
| 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 CLIENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL CLIENT” 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.