CRD: 305013
Connecticut Capital Management Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
About Connecticut Capital Management Group, LLC
Connecticut Capital Management Group is a Milford, CT RIA providing proactive, life-stage-based financial planning for individuals and families navigating inheritances, retirement, and other transitions. The team builds diversified portfolios with a meaningful ETF and fixed-income (including municipal bond) allocation, and supports clients through an early, streamlined planning process. Custodies include Schwab.
Reported data analysis
What the numbers show
Between December 18, 2025 and May 13, 2026, reported AUM increased 14.0%, from $222.7M to $253.9M.
Across 5 reported observations, AUM increased 11.2% between December 21, 2022 and May 13, 2026, from $228.3M to $253.9M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 124 clients, or 31 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRIAN DANIEL PARKE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5355150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Eddy Kojo Agyeman
Financial Planner
- CRD
- #7624033
JILL DEMANCHYK LANESE
Investment Advisor Representative
- CRD
- #5860944
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,772,665 | $813,374 |
| Non-Discretionary | $148,756 | $37,189 |
| Total | $253,921,421 | $803,549 |
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Separately Managed Accounts
SMA allocation detail is available
Connecticut Capital Management Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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