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| Constitution Capital LLC
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| CRD # | 310378 |
| SEC # | 801-119493 |
| CIK # | 0001845531 |
| AUM | 241.3 M (2026-02-06) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 475-269-3200 |
| Address | 2 Trap Falls Road Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001845531 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.2 | ||
| J P Morgan Chase & Co | 12.5 | ||
| Lilly Eli & Co | 10.7 | ||
| Wal Mart Stores Inc | 9.1 | ||
| Apple Inc | 9.0 | ||
| Nvidia Corp | 8.7 | ||
| Johnson & Johnson | 8.1 | ||
| FPL Group Inc | 7.5 | ||
| Home Depot Inc | 7.4 | ||
| Union Pacific Corp | 5.7 | ||
| Coca Cola Co | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| Amazon Com Inc | 4.8 | ||
| PepsiCo Inc | 4.4 | ||
| Duke Energy Corp | 4.4 | ||
| American Express Co | 4.4 | ||
| Procter & Gamble Co | 3.1 | ||
| American Electric Power Co Inc | 2.9 | ||
| Caterpillar Inc | 2.5 | ||
| UnitedHealth Group Inc | 2.4 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| Alphabet Inc | 2.0 | ||
| GE Vernova Inc | 2.0 | ||
| Visa Inc | 1.6 | ||
| Waste Management Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 21.4 |
| (b) Individuals (high net worth individuals) | 54 | 217.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 241.3 |
| By Discretionary | ||
| Discretionary | 268 | 241.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 241.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.3 | |
| Total | 268 | 241.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845531] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 241.9 M |
|
1620 Investment Advisors Inc
✚
|
MA | 241.6 M |
|
Wealth Management Corporation of America Inc
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FL | 241.5 M |
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TABR Capital Management LLC
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CA | 241.2 M |
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Bland Garvey Wealth Advisors LLC
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TX | 241.2 M |
|
Barnstone Advisors LLC
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|
PA | 241.1 M |
|
Assured Retirement Financial Group Inc
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|
MN | 241.0 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
✚
|
FL | 241.0 M |
|
Richmond Brothers Inc
✚
|
MI | 240.6 M |