Capital Counsel LLC

Capital Counsel LLC (CRD# 109001) is a financial advisory firm headquartered in New York, NY. They manage $1,246,545,599 in 589 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,247
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $2,116,376
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, IL, MA, MD, ME, NE, NH, NJ, NY, PA, TN, TX, VA

Financial Advisors at Capital Counsel LLC
No Advisor Found.
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