Connecticut Capital Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$253,035,823
Clients
114
Advisors
4
of 5 employees
About
Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and foundations. The firm documents client goals and risk tolerance in written financial plans and Investment Policy Statements and monitors accounts on an ongoing basis, sometimes allocating parts of portfolios to third‑party managers.
The firm describes a long‑term, risk‑aware investment approach that draws on fundamental, quantitative and modern‑portfolio‑theory analysis and that may tilt portfolios based on anticipated market environments. Its stated investable universe includes traditional equities and fixed income as well as alternatives and structured products, and the brochure recently added variable prepaid forwards to the list of permissible investments.
Noteworthy features disclosed in the brochure include public references to third‑party public profiles (the SEC’s adviserinfo and LinkedIn) where external information and ratings about the firm can be found, and the disclosure that a firm principal is a licensed insurance agent who may offer commissionable insurance products. The firm operates as a small supported advisory team (roughly $254 million in AUM, four advisors and about 114 clients) and combines institutional custody relationships with the ability to use outside managers and third‑party services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.95% $5,000,001 - $25,000,000: 0.70% $25,000,001 - And Up: 0.45%
Minimum fee: Fixed Fee of $3,000 per quarter for clients with less than $1,000,000 AUM
Main office
2 Schooner Ln, Suite 1 12
Milford CT 06460
Advisors at this office
4
Most active in
Connecticut · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Eddy A
CFP®, Series 66
Milford, CT
Connecticut Capital Management Group, LLC
Eddy Agyeman is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Connecticut Capital Management Group, LLC, having previously worked at Foundations Investment Advisors, LLC, Fuchs Financial, and Bank of America N.A. He serves as a voting member of the board for Open Door Shelter. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios aligned with client risk tolerances.
Brian P
CFP®, Series 63, Series 65
Milford, CT
Connecticut Capital Management Group, LLC
Brian Parke is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Connecticut Capital Management Group, LLC. His career includes roles at Cambridge Investment Research and Connecticut Benefits Group. Parke is a board member of the Rape Crisis Center of Milford and the Devon Rotary Club. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach using fundamental, quantitative, and modern portfolio theory analysis and incorporates a broad range of traditional and alternative investments.
Jordan M
CFA®, Series 63
Milford, CT
Connecticut Capital Management Group, LLC
Jordan Marino is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at Connecticut Capital Management Group, LLC, having joined the firm in 2022. Prior to this, he held roles at Prudential Annuities Distributors, Inc. and has experience outside finance as well. Marino is a board member of the CFA Society Hartford. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting services to individuals, pension plans, and foundations. The firm employs a long-term, risk-aware investment approach leveraging fundamental, quantitative, and modern portfolio theory analyses, and may include traditional and alternative investments as well as third-party managers.
Jill L
Series 65
Milford, CT
Connecticut Capital Management Group, LLC
Jill Lanese is a Series 65 licensed advisor with Connecticut Capital Management Group, LLC, where she has worked since 2010, accumulating 4 years of industry experience. In addition to her advisory role, she teaches fitness classes at the YMCA of Central Connecticut. Connecticut Capital Management Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations, employing a long-term investment approach grounded in fundamental analysis, modern portfolio theory, and quantitative methods.
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