Kodiak Capital Group LLC

Kodiak Capital Group CT, LLC is a newly formed registered investment advisor based in Darien, Connecticut, led by Thomas Capola. The firm primarily offers discretionary and non-discretionary portfolio management services tailored to the individual needs and investment objectives of clients, including individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. Kodiak Capital Group focuses its investment strategies primarily on fundamental analysis, utilizing a wide range of investments such as individual stocks and bonds, mutual funds, exchange-traded funds, options, private placement limited partnerships, and foreign issues. Clients are given the flexibility to impose reasonable restrictions on their accounts, such as specific investment selections or sector exclusions. While the firm intends to provide financial planning services upon request, its primary offering is ongoing portfolio supervision and management. Custodial and clearing services are generally recommended through Charles Schwab Institutional.