Bank / Wealth / TrustRIA · CRD 305013SEC-Registered

Updated:

Connecticut Capital Management Group

Connecticut Capital Management Group was established in 1998. It functions as a registered investment adviser serving individuals and institutions.

Connecticut Capital Management Group logo

Connecticut Capital Management Group

Connecticut Capital Management Group was established in 1998. It functions as a registered investment adviser serving individuals and institutions. The firm delivers portfolio management, investment management, and financial planning. No specific asset-class allocations or named holdings appear in public records. Geographic activity centers on the United States. Team size and additional offices remain undisclosed. No operational events from the last 24 months have been identified. The firm operates as a conventional wealth manager without disclosed hybrid structures or external co-investment vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

1998

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Milford

Corporate office

Milford, CT, United States

Frequently asked questions

Who runs investment decisions at Connecticut Capital Management Group?

No named principals or CIO appear in available public sources.

Does Connecticut Capital Management Group participate in fund commitments or only direct deals?

Public materials describe portfolio management and financial planning without reference to fund commitments or direct deals.

Where does the underlying wealth come from?

Wealth origin is not disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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