C
Connolly Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,627,687
Total clients
30
3% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$520,923
About
Connolly Financial Group serves individual clients, trusts, and retirement accounts, managing roughly $16 million across about 30 client relationships. The firm provides fee-based asset management and acts as the client’s registered investment advisor and relationship manager, coordinating with external money managers for portfolio implementation.
CFG delegates trading and portfolio implementation to two third-party managers — Capital Investment Counsel and Innova Wealth Partners — and manages client accounts on a discretionary basis within those firms’ offerings. Portfolios may include individual stocks, bonds, ETFs, and tactical ETF strategies (IWP reviews models weekly), and CFG monitors performance, enforces client-imposed restrictions such as trading frequency or socially minded investing, and facilitates client communication with the managers.
Notably, the firm uses a very limited set of external managers and receives a portion of those managers’ advisory fees, a concentrated revenue-sharing arrangement that is disclosed to clients. With a practice dating to 1981, CFG emphasizes oversight and transparency: it does not take custody of client assets, does not vote proxies on clients’ securities, and provides custodian statements and manager commentaries for client review.
Client services
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable $0 - $500,000: 2.15% $500,001 - $1,000,000: 1.9% $1,000,001 - $2,500,000: 1.75% $2,500,001+: 1.5%
Main office location
Connolly Financial Group
Grand Junction CO, United States
Number of offices
1
Most active in
Connolly Financial Group has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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