Terence Greene
Capital Counsel · New York, New York
Terence Greene is a fee-only financial advisor at Capital Counsel in New York, New York. Terence charges a percentage of assets (a $2,000,000 asset minimum).
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Who they serve
- Ultra high net worth
- Multi-generational families
- Executives
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 |
| Assets under management | $2.87B across 785 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2199432 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | capitalcounsel.com |
| Profile |
How Terence's firm compares
- Capital Counsel's average account is about $3.7 million, from its Form ADV (assets managed divided by 785 accounts).
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Questions about Terence
Is Terence Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terence 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 Terence charge for financial advice?
Terence charges a percentage of assets.
How much does Terence charge?
According to Capital Counsel's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Terence Greene based?
Terence Greene is based in New York, New York.
Is Terence Greene registered with the SEC?
Yes. Terence Greene is registered as an investment adviser representative in NY and TX (CRD 2199432), 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 Terence Greene?
Through Terence's website, capitalcounsel.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capital Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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