Contego Capital Group, Inc.
- Regulatory AUM
- $88.0M
- Discretionary
- $88.0M
- Clients
- 89
- Avg AUM / client
- $989K
- Accounts
- 179
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 88 | $37.6M | 42.8% |
| Investment companies | 1 | $22.2M | 25.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.8M | 15.7% |
| Other investment advisers | Fewer than 5 clients | $14.4M | 16.3% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Joseph Branton | Chairman And Chief Executive Officer | Nov 2014 (12y) | 50% – 75% | |
| Gahsman, Brian | Chief Investment Officer/ Portfolio Manager | Jun 2018 (8y) | 25% – 50% | |
| Ryan Michael Carlson | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Rosemurgy, Brock | Trustee | Feb 2019 (8y) | GP / trustee / elected manager of Joseph Brockenshire Rosemurgy 2012 Irrevocable Trust (indirect) | |
| Matthew Glen Wicklund | Registered representative | Apr 2018 (8y) | ||
| Kurt David Wedewer | Registered representative | Feb 2024 (2y) | ||
| Glenn Tad Gullickson | Registered representative | Oct 2024 (2y) | ||
| Betty Jean Albitz | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Dominique Michelle Villaume | Registered representative | Jan 2026 (1y) | ||
| Walter Daniel Albitz | Registered representative | Feb 2026 (0y) | ||
| Dilan David Simon | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Joseph Brockenshire Rosemurgy 2012 Irrevocable Trust | Shareholder | Feb 2019 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 998 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Wells Fargo $54.1M (41% of AUM) Jul 2023
- Fidelity Brokerage Services $45.2M (51% of AUM) Apr 2026
- U.S. Bancorp Advisors, Llc $16.0M (22% of AUM) Mar 2025
- Alerus Financial $12.1M (14% of AUM) Apr 2026
- Charles Schwab & Co. $5.5M (2% of AUM) Dec 2019
- Sei Investmentmanagement Corporation $3.5M (10% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗