Connecticut Capital Management Group, Llc
- Regulatory AUM
- $254M
- Discretionary
- $254M
- Clients
- 115
- Avg AUM / client
- $2.2M
- Accounts
- 316
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $29.6M | 11.6% |
| High net worth individuals | 53 | $223M | 88.0% |
| Charitable organizations | 1 | $886K | 0.35% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Daniel Parke | Managing Member & Chief Compliance Officer | CFP | Jan 2020 (7y) | 75% or more |
| Jill Demanchyk Lanese | Registered representative | Jul 2021 (5y) | ||
| Jordan Christopher Marino | Registered representative | CFA | Oct 2022 (4y) | |
| Eddy Kojo Agyeman | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $251M (99% of AUM) May 2026
- Sei Investments Distribution Co. $175M (94% of AUM) Dec 2023
- American United Life Insurance Company $23.0M (10% of AUM) Feb 2023
- Matrix Trust Company $20.7M (11% of AUM) Mar 2021
- Cuna Brokerage Services, Inc. $18.3M (10% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗