SourcingSourcing

CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC

C31
CRD 305013·SEC 801-117202·MILFORD, CT
AUM
$253.9M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$762K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CRD
305013
SEC file #
801-117202
EIN
061517421
DBA names
—

Economics

AUM
$253.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$177.7M → $253.9M▲ +43%
Client mix
Individuals Other61
Individuals High Net Worth53
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
MILFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKE, BRIAN, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PARKE, BRIAN, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:connecticut.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002097898
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-09
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002085853-26-000349

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3488
Soi Zip Pct 200k Plus
0.113
Soi Zip Returns 200k Plus
2,320
Soi Zip Total AGI
2,216,530
Fdic Zip Total Deposits
39,060,435,000
Fdic Zip Branch Count
597
Fdic Zip Top Banks
The Milford Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2 SCHOONER LANESUITE 1-12MILFORD, CT 06460
Business
2 SCHOONER LANESUITE 1-12MILFORD, CT 06460
Edgar EIN
061517421
Edgar Recent Filings
13F-HR2026-04-13 · 0002085853-26-000349
13F-HR2026-02-09 · 0002085853-26-000230
Fdic Zip Branches Raw
Fleet Bank, National AssociationMilford, CT
The Milford BankMilford, CT
Fdic Zip HHI
944.54
Fdic Zip Top Bank Share Pct
23.31
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,052
Returns4,170
Stub 2
AGI130,322
Returns3,490
Stub 3
AGI199,331
Returns3,210
Soi Zip Total Business Income
82,241
Soi Zip Total Cap Gains
116,759
Soi Zip Total Dividends
42,512
Soi Zip Total Returns
20,530
Top Owner CRD
5355150
Trust Company Affiliate
No

People (4)

4
PARKE, BRIAN, DANIEL
IAR · Direct Owner · 87.5%
5355150
JILL DEMANCHYK LANESE
IAR
5860944
JORDAN CHRISTOPHER MARINO
IAR
6747477
Eddy Kojo Agyeman
IAR
7624033