RIA Intel›Advisers›Connecticut›NUTMEG CAPITAL ADVISORS, LLC

NUTMEG CAPITAL ADVISORS, LLC

Advisory

HARTFORD, CT

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CT
#1,023
of 1,312 advisers by AUM
Average account
$504K
across 83 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$42M
Discretionary %
100%
Clients
37
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients37
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, VT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

OAK GROVE MANAGEMENT LLC
GREENWICH, CT
$42M
PORTFOLIO INTEGRATION, LLC
GREENWICH, CT
$42M
+25.3% 1Y
ROYCE MANAGEMENT CO
GREENWICH, CT
$41M
NORMAN KRAMER INVESTMENTS, INC.
WESTPORT, CT
$41M
ESSEX ASSET ADVISORS INC.
IVORYTON, CT
$42M
-93.3% 1Y
KRAUSS WHITING CAPITAL ADVISORS LLC
STAMFORD, CT
$42M
-2.4% 1Y

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