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CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

MILFORD, CT · CRD 305013 · IAPD ↗ · 203-877-1520

$253.9MRegulatory AUM
4Advisory reps
5Employees
9Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC now reports custody of client assets ($43.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2024 — CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC changed its website from unfetteredwealthpodcast.blubrry.net to connecticutcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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