SourcingSourcing

CONTEGO CAPITAL GROUP, INC.

C46
CRD 128518·SEC 801-113844·EDINA, MN
AUM
$88.0M
$25M-$100M
Est. Revenue
$880K
@ 1% on AUM
Est. EBITDA
$264K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONTEGO CAPITAL GROUP, INC.
CRD
128518
SEC file #
801-113844
EIN
—
DBA names
—

Economics

AUM
$88.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$228.8M → $88.0M▼ -62%
Client mix
Individuals High Net Worth88
Investment Companies1

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
linkedin.com/company/contego-capital-llc/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRANTON, ROBERT, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BRANTON, ROBERT, JOSEPH
GAHSMAN, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:contego.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2741208
Trust Company Affiliate
No

People (10)

10
BRANTON, ROBERT, JOSEPH
IAR · Direct Owner · 62.5%
2741208
GAHSMAN, BRIAN
Direct Owner · 17.5%
6765543
CARLSON, RYAN, MICHAEL
IAR · Direct Owner · 7.5%
4860984
DILAN DAVID SIMON
IAR
7128230
Walter Daniel Albitz
IAR
7294448
GLENN TAD GULLICKSON
IAR
2362940
BETTY JEAN ALBITZ
IAR
1350226
MATTHEW GLEN WICKLUND
IAR
2454613
KURT DAVID WEDEWER
IAR
2079905
DOMINIQUE MICHELLE VILLAUME
IAR
2969828