CB
CFA
CB
CFA

Craig Blessing

18 Years of Experience
San Antonio, TX
Broker

Craig Blessing is a CFA-designated registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.Broker
June 2025 - Present · 11 mos
Capital Client Group, INC.
June 2025 - Present · 11 mos
Capital Client Group, INC.
May 2025 - Present · 1 yr
Previous Registrations
Thornburg Securities LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Thornburg Investment Management INC
October 2018 - October 2024 · 6 yrs
Blackrock Investments, LLCBroker
September 2006 - January 2016 · 9 yrs 4 mos
Fam Distributors, INC.Broker
August 2004 - September 2006 · 2 yrs 1 mo
State Registrations28 states
AKALARAZCACOFLGAHIIDKSKYLAMOMSMTNCNMNVOKORPRSCTNTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Blessing - Financial Advisor | TrueAdvisor