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Shareholder · Capital Counsel LLC

George Austin Needham

CRD 345542 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Capital Counsel LLC, an SEC-registered wealth manager based in New York, NY with $2.9 billion in regulatory assets, lists George Austin Needham on its Form ADV as Shareholder, a control person. The SEC filings also name George at 2 other registered advisers.

Firms and roles

AtlasMembers

George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (19)

14 more people named with George on the same filings, with titles and firms. Free in Atlas with a free account.

See all 19 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.