Contego Capital Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated April 17, 2026, reports $88M in regulatory assets under management, 8 employees, and 179 accounts.
Top client segmentHNWI represent 98.9% of total clients.
Top client categories% of clientsClients
1
HNWI
98.9%
88
2
Investment Cos.
1.1%
1
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88Mas of April 17, 2026
Discretionary100.0%
$88M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$88M
Total Accounts179
10Y AUM Change+$66M (+293.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee11:1
10Y Employee Change+4 (+100.0%)
* 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.