Connecticut Capital Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milford, CT. Its latest Form ADV filing, dated March 13, 2026, reports $254M in regulatory assets under management, 5 employees, and 316 accounts.
Assets Under Management
$254M
Employees
5
Offices
--
Total Clients
115
Primary office
MILFORD, CT
2 SCHOONER LN, SUITE 1-12, MILFORD, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
61
2
HNWI
46.1%
53
3
Charitable
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$254Mas of March 13, 2026
Discretionary99.9%
$254M
100% of total RAUM99.9%
Non-discretionary0.1%
$149K
0% of total RAUM0.1%
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.
Total AUM$254M
Total Accounts316
10Y AUM Change+$254M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change+3 (+150.0%)
* 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.