Investment adviser · CRD 128518
CONTEGO CAPITAL GROUP, INC.
Investment adviser filing (IA)
EDINA, MN, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $88M Form ADV · Item 5.F
- Client accounts
- 179 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $37,628,150 | 42.8% |
| Investment companies | 1 | $22,203,155 | 25.2% |
| Other investment advisers | Fewer than 5 | $14,354,138 | 16.3% |
| Retirement plans | Fewer than 5 | $13,814,036 | 15.7% |
Filing source
Form ADV 2129462 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
200 SOUTHDALE CENTEREDINA, MN, 55435, United States
CRD 128518
Filing source
Form ADV 2129462 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.