TrueAdvisor
TrueAdvisor
RB
RB

Robert Branton

Contego Capital Group, INC.
27 Years of Experience
Edina, MN
Sells Insurance
View SEC Summary
View SEC Summary

Robert Branton is a registered investment advisor at Contego Capital Group, INC., based in Edina, MN, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 89 clients with $88M in assets under management.

Contego Capital Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
89 clients
Average Client Portfolio
$989K average
Assets Under Management
$88.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on historical relationships, account composition, and asset amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Southdale Center, Edina, MN, 55435

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Robert is the Owner/CEO of Contego Capital Group, an RIA, and the CEO of Contego Capital Benefits, a fixed insurance business. He also serves as a Board Member for Aloe Care International and a Partner in Leidang Capital LLC.

Employment History
Current Registrations
Contego Capital Group, INC.
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Innovation Partners LLCBroker
March 2023 - November 2025 · 2 yrs 8 mos
Cabot Lodge Securities LLCBroker
September 2019 - March 2023 · 3 yrs 6 mos
Ifs SecuritiesBroker
November 2016 - September 2019 · 2 yrs 10 mos
Fintegra Financial Solutions
January 2014 - October 2014 · 9 mos
Fintegra, LLCBroker
September 2013 - October 2014 · 1 yr 1 mo
Gardner Financial Services, INC.Broker
September 2008 - August 2013 · 4 yrs 11 mos
Pacific Select Distributors, INC.Broker
April 2006 - September 2008 · 2 yrs 5 mos
Aig Sunamerica Capital Services, INC.Broker
April 2005 - April 2006 · 1 yr
Tower Square Securities, INC.Broker
February 2005 - April 2005 · 2 mos
Cambridge Investment Research, INC.Broker
December 2003 - February 2005 · 1 yr 2 mos
Linsco/private Ledger CORP.Broker
December 2001 - January 2004 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - January 2002 · 2 yrs 6 mos
State Registrations1 state
MN
Advisor

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.
More Advisors
More financial advisors in Edina, MN →All financial advisors in Minnesota →