Civitas Management is a registered investment advisor founded in November 2025 and based in Brooklyn, New York. The firm is led by Connor Carbullido and offers personalized financial planning and investment management services to individuals and high-net-worth clients. Civitas Management operates on a fee-only structure, meaning they are compensated solely by client fees and do not accept commissions for selling products. Their financial planning covers a wide range of areas including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning can be done on an ongoing basis or as a one-time project. For investment management, Civitas Management builds tailored portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, typically operating with the authority to make trades without asking first. The firm does not impose a minimum account balance requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable on a per client basis depending on financial complexity and scope of services.