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Capital Counsel LLC

Headquartered in NEW YORK, NY

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Firm Information

Capital Counsel LLC is an investment advisor headquartered in New York, NY. The firm provides financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Capital Counsel manages approximately $2.33 billion in assets for a diverse client base, including high net worth individuals, charitable organizations, and pooled investment vehicles.

Capital Counsel LLC

527 MADISON AVE., 19TH FLOOR

NEW YORK, NY 10022

$2.33B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITAL COUNSEL LLC has a total of 1 branch locations across the country.
location

NEW YORK, NY

Advisors at Capital Counsel LLC

View All 9 Advisors
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Abraham J. Freidin

RA

NEW YORK, NY

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F Randall Smith

RA

NEW YORK, NY

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Terence Sean Greene

RA

NEW YORK, NY

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Matthew Friedman

RA

NEW YORK, NY

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Samuel Andrew Magid

RA

NEW YORK, NY

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Pauline Meehan

RA

NEW YORK, NY

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Nicole Robin Scarpati

RA

NEW YORK, NY

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Lauren Blum

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Capital Counsel LLC.

Frequently Asked Questions (7)

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