Capital Counsel

Capital Counsel assists with managing company retirement plans.

Capital Counsel helps clients streamline and consolidate investment accounts for efficient management.

Capital Counsel clients hold assets at independent custody banks like Bank of New York Mellon, with the firm facilitating account setup and transfers.

Capital Counsel provides clients with secure online account access and daily investment updates, delivering monthly statements electronically or by mail.

Capital Counsel and other investment advisers managing assets above $110 million must register with the Securities & Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registered investment advisers (RIAs) advise clients on buying and selling securities while acting as fiduciaries.

Why Earnings Matter.

Capital Counsel’s account minimum is $2 million, though it manages smaller accounts for client families and associates.

Capital Counsel invests its own assets, including its profit-sharing plan, alongside client assets.

Capital Counsel is a fee-only registered investment adviser whose interests align with clients, earning fees based on managed asset value.

Capital Counsel, founded in 1999, is an independent investment firm in New York City. Terence Greene and Lauren Blum have managed investments since inception, while Justin Berrie joined in 2009 and became an owner in 2015.

Yes. Capital Counsel is a registered investment adviser and is regulated by the U.S. Securities & Exchange Commission under the Investment Advisers Act of 1940.

Capital Counsel invites consultations to discuss investing and wealth planning needs.

Capital Counsel offers appointments by calling (212) 350-9333 or emailing info@capcounsel.com.

Capital Counsel encourages clients to contact them about financial matters.

Capital Counsel delivers growth with integrity by investing in strong companies to preserve and grow client wealth long-term.

Capital Counsel aims to ensure equal digital access for all visitors, including those with disabilities, and provides a Voluntary Product Accessibility Template (VPAT) for conformance details.