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- Custodian
- Alerus · Capital Group · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 11-10-2004
- Office Locations
- 3
Office Locations
About Contego Capital Group, Inc.
Contego Capital Group is a Minneapolis-area RIA serving retail and institutional clients with discretionary portfolio management, asset allocation, and retirement plan and insurance planning. Portfolios primarily use public mutual funds and ETFs, with some U.S. government/agency fixed income, and the firm’s custody relationships include Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JOSEPH BRANTON
Chairman, Chief Executive Officer
- CRD
- #2741208
- Ownership
- 50% but less than 75%
BRIAN GAHSMAN
Advisor, Chief Investment Officer, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
Vital glacier
North element
- CRD
- #37956
- Ownership
- 13.8%
Showing 2 of 3 owners & executives
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BETTY JEAN ALBITZ
Financial Advisor
- CRD
- #1350226
Walter Daniel Albitz
--
- CRD
- #7294448
Radial quantum
Legacy peak prime
- CRD
- #48041
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,999,479 | $491,617 |
| Non-Discretionary | $0 | -- |
| Total | $87,999,479 | $491,617 |
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Separately Managed Accounts
Total SMA Asset: $65,796,324
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $177,031,459 | 41.0% |
| Equity - Exchange | $69,085,448 | 16.0% |
| U.S. Government/Agency | $185,667,140 | 43.0% |
| Total | $431,784,047 | 100.0% |