Adviser and broker representative · Capital Client Group, Inc.
Colton J. Herrmann
CRD 7392568 · San Antonio, TX
At a glance
Colton J. Herrmann is an investment adviser representative with Capital Client Group, Inc. in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Colton’s SEC record dates to 2025, about 1 years ago. Colton is also registered as a broker representative.
Current advisory firm
- Capital Client Group, Inc.Since August 2025San Antonio, TX · $0M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Colton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.