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Jill Demanchyk Lanese

Investment adviser representative at Connecticut Capital Management Group, LLC
16 yearsExperience
2 statesRegistered in
$253.9MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Connecticut Capital Management Group, LLCOct 2010 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Connecticut Capital Management Group, LLC

$253.9MAssets managed
115Clients
4Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5860944
Firm CRD
305013
Advisor's SEC record (opens in a new tab)
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