A complete list of active advisors currently associated with Capital Consulting & Investment Group LLC
Warmer can help you find a great advisor at Capital Consulting & Investment Group LLC or one who fits your needs even better.
Capital Consulting & Investment Group LLC provides investment advisory and financial planning services to a broad mix of individual and institutional clients, including individuals, families, high‑net‑worth clients, business owners, professionals, retirees, trusts, small businesses, and retirement plans. The firm offers personalized investment management and comprehensive planning services such as retirement, tax, business‑owner, estate coordination, education planning, employer retirement plan consulting, insurance needs analysis, cash‑flow planning, and wealth preservation; it currently does not manage client assets. The firm delivers advice on a non‑discretionary basis, tailoring recommendations to each client's objectives, risk tolerance, tax circumstances, liquidity needs, and time horizon. Typical recommendations may include mutual funds, ETFs, individual equities, and fixed‑income securities, and client portfolios and plans are reviewed periodically (generally quarterly) with clients retaining final authority over transactions. Distinctive features disclosed in the brochure include related business activities: the managing member provides accounting and tax services, real estate advisory, mortgage consulting, and insurance planning through a separate business, with approximately 20% of business time devoted to those activities. The firm also uses a mix of compensation approaches—asset‑based advisory arrangements alongside separate fixed planning engagements and the option for clients to be invoiced rather than have fees deducted—does not accept custody or discretionary trading authority, and does not sponsor private investment funds.
To learn more about the advisors currently working at Capital Consulting & Investment Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 0
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