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Capital Counsel LLC Client Relationship Summary (Form CRS) March 31, 2022, Capital Counsel LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Investment

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How to fill out reportsadviserinfosecgovcrscrs109001capital counsel llc client

01

Log in to the SEC website with your adviser credentials

02

Navigate to the required form CRS - CRS 109001

03

Fill out the form with accurate and updated information about Capital Counsel LLC client

04

Submit the completed form and ensure all information provided is correct

Who needs reportsadviserinfosecgovcrscrs109001capital counsel llc client?

01

Financial advisers or investment firms who are registered with the SEC and have Capital Counsel LLC as a client

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What is reportsadviserinfosecgovcrscrs109001capital counsel llc client?

The reportsadviserinfosecgovcrscrs109001capital counsel llc client is a filing required by the SEC for investment advisers managing more than $100 million in assets.

Who is required to file reportsadviserinfosecgovcrscrs109001capital counsel llc client?

Investment advisers managing over $100 million in assets are required to file reportsadviserinfosecgovcrscrs109001capital counsel llc client.

How to fill out reportsadviserinfosecgovcrscrs109001capital counsel llc client?

The SEC provides a specific form (Form ADV) to be used to fill out reportsadviserinfosecgovcrscrs109001capital counsel llc client.

What is the purpose of reportsadviserinfosecgovcrscrs109001capital counsel llc client?

The purpose of reportsadviserinfosecgovcrscrs109001capital counsel llc client is to provide transparency and regulatory oversight of investment advisers.

What information must be reported on reportsadviserinfosecgovcrscrs109001capital counsel llc client?

Information such as services provided, fees charged, conflicts of interest, and key personnel must be reported on reportsadviserinfosecgovcrscrs109001capital counsel llc client.

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