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Courtney Bauke

Capital Consulting & Investment Group LLC
Durham, NC
1 DisclosureMay Earn Commission
View SEC Summary
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Courtney Bauke is a registered investment advisor at Capital Consulting & Investment Group LLC, based in Durham, NC. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.

Capital Consulting & Investment Group LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.75%
$5M+0.65%

No minimum account size or minimum annual fee.

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

Location

110 Corcoran Street, Durham, NC, 27701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Capital Consulting & Investment Group LLC
September 2026 - Present · 1 mo
State Registrations1 state
NC
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.
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