CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
SHELTON, CTCRD 310378Latest ADV February 6, 2026
Constitution Investment Advisory and Portfolio Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shelton, CT. Its latest Form ADV filing, dated February 6, 2026, reports $241M in regulatory assets under management, 6 employees, and 268 accounts.
Assets Under Management
$241M
Employees
6
Offices
--
Total Clients
180
Primary office
SHELTON, CT
2 TRAP FALLS ROAD, SUITE 504, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
126
2
HNWI
30.0%
54
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of February 6, 2026
Discretionary100.0%
$241M
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.
Total AUM$241M
Total Accounts268
10Y AUM Change+$241M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+3 (+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.