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CAPITAL COUNSEL LLC

NEW YORK, NY · CRD 109001 · IAPD ↗ · capitalcounsel.com · 212-350-9333

$2.87BRegulatory AUM
6Advisory reps
13Employees
0Clients
101-250Planning clients
3Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CAPITAL COUNSEL LLC notice-filed in KY, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CAPITAL COUNSEL LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CAPITAL COUNSEL LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.