Capital Counsel LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.9B in regulatory assets under management, 13 employees, and 785 accounts.
Assets Under Management
$2.9B
Employees
13
Offices
--
Total Clients
224
Primary office
NEW YORK, NY
527 MADISON AVE., 19TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.8% of total clients.
Top client categories% of clientsClients
1
HNWI
88.8%
199
2
Individuals
6.7%
15
3
Charitable
3.1%
7
4
Pooled Investment Vehicles
1.3%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 31, 2026
Discretionary99.6%
$2.9B
100% of total RAUM99.6%
Non-discretionary0.4%
$11M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts785
10Y AUM Change+$1.6B (+122.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.