Investing With Discipline Delivering Growth With Integrity

Capital Counsel, founded in 1999, is an independent investment management firm based in New York City.

Who We Are

We help our clients achieve their financial goals by carefully investing in separately managed accounts that will preserve and grow their wealth. We invest in exceptional businesses led by experienced managers.

Our Mission

We are dedicated to helping our clients achieve their personal and financial goals by investing in consistently great companies and providing thoughtful, long-term guidance.

Our People

Our clients have benefited from our continuity in leadership, which has strengthened intellectual rigor and investment discipline.

We Are Trusted Advisers to Generations of Investors

Our clients include high-net-worth individuals, multi-generational families, and their trusts and foundations. Many built their wealth through ownership in successful businesses. Some are former executives of portfolio companies who became clients after experiencing our process firsthand.

We provide well considered advice during pivotal moments such as retirement, equity compensation, and other life events. In those times, clarity and simplification are essential. 

Number of Clients
200+
Assets Under Management
$2.9B

Performance

Cumulatively outperforming the S&P 500 since 1999

Let’s Discuss Your Goals
Speak with a member of our team today.
527 Madison Avenue, 19th Floor, New York, NY 10022, U.S.A. | (212) 350-9333
© 2026 Capital Counsel LLC.
All rights reserved.
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