Capital Counsel Llc
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 224
- Avg AUM / client
- $12.8M
- Accounts
- 785
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $7.7M | 0.27% |
| High net worth individuals | 199 | $2.2B | 78.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $404M | 14.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $15.5M | 0.54% |
| Charitable organizations | 7 | $205M | 7.12% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $326M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Belle Meade Associates Ny, L.P. | Other Private Fund | New York | $130M | 47 |
| Belle Meade Associates, L.P. | Other Private Fund | New York | $102M | 43 |
| Belle Meade Associates Nt, L.P. | Other Private Fund | New York | $93.2M | 82 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Harte Research Support Foundation EIN 742976236 | San Antonio, TX | 08/31/2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Magid, James, Irwin | Member | Aug 1999 (27y) | 5% – 10% | |
| Smith, F, Randall | Member | Aug 1999 (27y) | 10% – 25% | |
| Needham, George Austin | Shareholder | Dec 2004 (22y) | ≈ 1.25% – 5% via The Needham Group, Inc. | |
| Lauren Nmn Blum | Chief Investment Officer | Mar 2014 (12y) | 10% – 25% | |
| Terence Sean Greene | President | Mar 2014 (12y) | 25% – 50% | |
| Freidin, Abraham, J. | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Matthew John Emmanuel Friedman | Registered representative | Aug 2021 (5y) | ||
| Samuel Andrew Magid | Registered representative | Aug 2021 (5y) | ||
| Nicole Robin Scarpati | Registered representative | Sep 2021 (5y) | ||
| Justin Benjamin Berrie | Registered representative | Sep 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Needham Group, Inc. | Member | Dec 1999 | A | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Needham, George Austin: 25% – 50% of The Needham Group, Inc. × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $326M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Belle Meade Associates Ny, L.P. | Other Private Fund | $130M | $100K | 47 |
| Belle Meade Associates, L.P. | Other Private Fund | $102M | $100K | 43 |
| Belle Meade Associates Nt, L.P. | Other Private Fund | $93.2M | $100K | 82 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Harte Research Support Foundation | Public charity | $47.9M | 08/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- BNY Mellon $2.1B (75% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗