# Contego Capital Group

Contego Capital Group is a Bank / Wealth / Trust based in Edina, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** contegocapital.com
- **LinkedIn:** https://www.linkedin.com/company/2227073

## Regulatory record

- **CRD number:** 128518
- **SEC file number:** 801-113844
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128518

## About

Contego Capital Group is an SEC-registered investment adviser in EDINA, MN, registered since 2018. The firm manages approximately $88 million in regulatory assets. It has 8 employees and 8 investment advisers.

## Questions

### What is Contego Capital Group's investment philosophy?

The firm emphasizes capital preservation and long-duration compounding across public and private markets. Contego constructs portfolios that prioritize alignment of interests and risk-mitigated returns, favoring high-conviction allocations over broad diversification. The investment approach is shaped by a fiduciary, client-centric ethos rather than asset-gathering imperatives.

### Is Contego Capital Group part of a larger financial institution?

No. Contego is an independently owned and operated firm headquartered in Minneapolis. It does not have legacy balance-sheet ties to a parent bank, insurer, or financial conglomerate, which allows its investment committee to make decisions free from product distribution requirements or institutional conflicts of interest.

### What does the name 'Contego' signify?

Contego is derived from the Latin word for 'to protect' or 'to shield.' The name reflects the firm's core emphasis on capital preservation and deliberate, risk-conscious investment management. That protective instinct informs portfolio construction, manager diligence, and the firm's long-term orientation toward client assets.

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Last updated: 2026-06-03T20:00:00.000Z

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