# Samuel Magid

> Samuel Magid is a fee-only financial advisor at Capital Counsel in New York, New York. Samuel charges a percentage of assets (a $2,000,000 asset minimum).

Page: https://find.wellspent.co/advisors/samuel-magid/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital Counsel
- **Based in:** New York, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.87B across 785 accounts
- **Works with:** Ultra high net worth, Multi-generational families, Executives
- **CRD:** 7412011 (https://adviserinfo.sec.gov/individual/summary/7412011)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://capitalcounsel.com

## Frequently asked questions

### Is Samuel Magid a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Capital Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel charges a percentage of assets.

### How much does Samuel charge?

According to Capital Counsel's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Where is Samuel Magid based?

Samuel Magid is based in New York, New York.

### Is Samuel Magid registered with the SEC?

Yes. Samuel Magid is registered as an investment adviser representative in NY (CRD 7412011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Counsel manage?

Capital Counsel reports $2.87B across 785 accounts in assets under management.

### How do I contact Samuel Magid?

Through Samuel's website, capitalcounsel.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7412011): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://capitalcounsel.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.