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Ceponis, David J. (Wilton)


Ceponis, David J. is a large advisory firm based in Wilton. It manages $44.19 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut and New York.

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Ceponis, David J provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ceponis, David J: assets under management

The assets under management (AUM) of Ceponis, David J. is $44.19 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.44 million in discretionary accounts and $7.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $456.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ceponis, David J. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilton

The principal office where Ceponis, David J. performs its advisory services is located at 195 Danbury Road, Wilton, CT 06897, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-762-2117 or by fax 203-762-3225. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.ceponisfinancialgroup.com.


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