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CONTEGO CAPITAL GROUP, INC.

EDINA, MN · CRD 128518 · IAPD ↗ · 952-697-2579

$88.0MRegulatory AUM
8Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — CONTEGO CAPITAL GROUP, INC. moved its main office from MINNEAPOLIS, MN to EDINA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
April 2026 — CONTEGO CAPITAL GROUP, INC. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — CONTEGO CAPITAL GROUP, INC. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — CONTEGO CAPITAL GROUP, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
45
June 2024 — CONTEGO CAPITAL GROUP, INC. moved its main office from EDINA, MN to MINNEAPOLIS, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — CONTEGO CAPITAL GROUP, INC. reported RAUM down 49% ($133.2M -> $67.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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