DBA: CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
| Total AUM | $241.3M |
| Discretionary | $241.3M100% of AUM |
| Client Accounts | 268 |
| Avg Account Size | $900K |
| Employees | 6 |
| Peak AUM | $241.3MFeb 2026 |
Total AUM
$241M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $241M | +7.3% | +10.8% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $241.3M |
| Discretionary | $241.3M |
| Employees | 6 |
| Client Accounts | 268 |
| Client Range | 0 |
Address
2 TRAP FALLS ROAD
SHELTON CT 06484
Phone
(475) 269-3200
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$241M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $241M |
| +7.3% |
| +10.8% |
| +8.5% |
| Total Accounts | 268 | +7.2% | 1.9% | +5.4% |
| Avg Account Size | $900,470.149 | +0.1% | +12.9% | +3.0% |
| Employees | 6 | 0.0% | +14.9% | +8.3% |
| AUM / Employee | $40M | +7.3% | 3.6% | +0.2% |
Client AUM Segments | |||||
| Wealth AUM | $239M | +7.3% | +10.7% | +8.9% | |
| Institutional AUM | $3M | +14.2% | +15.1% | 9.0% | |
Client Count Segments | |||||
| HNW Clients | 126 | +80.0% | +1.1% | +1.8% | |
| Individuals | 54 | 10.0% | 3.0% | +30.5% | |