Private Capital Group, LLC

Private Capital Group, LLC (CRD# 126665) is a financial advisory firm headquartered in West Hartford, CT. They manage $579,485,000 in 1,670 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    579
    MILLION
  • Total Number of Accounts
    1,670
    ACCOUNTS
  • Average Account Value
    $346,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CT, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Private Capital Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Marc E. Austin
CRD#: 2061218
29 South Main Street, West Hartford, CT 06107
96
Wealthminder
score

Marc Austin (CRD# 2061218) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 26 years of experience in the finance industry. Marc Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William T. Rabbitt
CRD#: 2365325
29 South Main Street, West Hartford, CT 06107
96
Wealthminder
score

William Rabbitt (CRD# 2365325) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 24 years of experience in the finance industry. William Rabbitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neil T. Hartzog
CRD#: 3143717
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Neil Hartzog (CRD# 3143717) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 18 years of experience in the finance industry.

4
Wendy M. Kelly
CRD#: 4221928
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Wendy Kelly (CRD# 4221928) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 16 years of experience in the finance industry.

5
Benjamin D. Kille
CRD#: 1325992
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Benjamin Kille (CRD# 1325992) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 32 years of experience in the finance industry.

6
Brian J. Mylod
CRD#: 344301
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Brian Mylod (CRD# 344301) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 30 years of experience in the finance industry.

7
Thomas R. Trumble
CRD#: 1153827
29 South Main Street, West Hartford, CT 06107
93
Wealthminder
score

Thomas Trumble (CRD# 1153827) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 36 years of experience in the finance industry.

8
Amy B. Miller
CRD#: 6238887
29 Main Street, Suite 208, West Hartford, CT 06107
91
Wealthminder
score

Amy Miller (CRD# 6238887) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 3 years of experience in the finance industry. Amy Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.