DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM under $100M

CONTEGO CAPITAL GROUP, INC.

CRD 128518

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:958a3cc5-e5e3-0a7c-0baf-2f008894f3fc

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 5
On other graphs: 0
Observed: Jul 17, 2018 to Aug 28, 2026
22 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Contego Capital Group, Inc. (Edina, MN) for Van Clemens Wealth Management, LLC on the same day

Dated 2026-08-28 (filing); first seen by DFX 2026-09-19.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

VAN CLEMENS WEALTH MANAGEMENT, LLC · destination firm

Advisor Recruiting IntelligenceAug 28, 2026 · seen yesterday

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.43 fund_share=0.42 institutional_share=0.16 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $88.0MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $88.0M
Private client RAUM: $37.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 43%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $12.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 179
Individual clients: 0
High net worth clients: 88
SEC number: 801-113844
CRD: 128518
Filings on the tape: 22
First filed: Jul 17, 2018
Latest filed: Aug 28, 2026
Organised: Corporation, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS CHARLES DOTZENROD	Certified Financial Planner	Bloomington, MN \| EDINA, MN	12	39	n/a	yes
ROBERT JOSEPH BRANTON	n/a	EDINA, MN	11	26	1	no
MATTHEW GLEN WICKLUND	n/a	Edina, MN	8	22	n/a	no
RYAN MICHAEL CARLSON	n/a	EDINA, MN	6	21	6	no
GLENN TAD GULLICKSON	n/a	EDINA, MN	1	33	3	no
BETTY JEAN ALBITZ	Chartered Financial Consultant	EDINA, MN	0	41	3	no
DOMINIQUE MICHELLE VILLAUME	n/a	EDINA, MN	0	20	4	no
Walter Daniel Albitz	n/a	EDINA, MN	0	15	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRANTON, ROBERT, JOSEPH	CHAIRMAN AND CHIEF EXECUTIVE OFFICER	D	yes	11/2014	Jul 17, 2018	May 21, 2024
CARLSON, RYAN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Jul 17, 2018	May 21, 2024
GAHSMAN, BRIAN	CHIEF INVESTMENT OFFICER/ PORTFOLIO MANAGER	C	yes	06/2018	Jul 17, 2018	May 21, 2024
JOSEPH BROCKENSHIRE ROSEMURGY 2012 IRREVOCABLE TRUST	Shareholder	B	no	02/2019	Mar 27, 2019	May 21, 2024
Rosemurgy, Brock	Trustee	F	no	02/2019	Mar 27, 2019	May 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONTEGO CAPITAL BENEFITS	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$88.0M	$88.0M	8	8	0	n/a	n/a
2024	Mar 28, 2025	$73.3M	$73.3M	6	6	0	n/a	n/a
2023	Apr 1, 2024	$67.9M	$67.9M	5	5	0	n/a	n/a
2022	Mar 28, 2023	$133M	$133M	5	5	0	n/a	n/a
2021	Mar 30, 2022	$175M	$175M	5	5	0	n/a	n/a
2020	Mar 12, 2021	$201M	$201M	4	4	0	n/a	n/a
2019	Mar 25, 2020	$195M	$195M	4	4	0	n/a	n/a
2018	Mar 27, 2019	$34.6M	$34.6M	3	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	28.6%	0	2	0	5	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$88.0M	$73.3M	20.1%	$133M	-12.9%	8	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VAN CLEMENS WEALTH MANAGEMENT, LLC	2	Aug 28, 2026	Aug 26, 2026	EDINA, MN	Team lift out	RIA to RIA	22.2%

Relationships

Registered with (13)

← Walter Daniel AlbitzAdvisorregistration: current employment
Feb 14, 2026 to presentfactForm ADV
← DOMINIQUE MICHELLE VILLAUMEAdvisorregistration: current employment
Jan 22, 2026 to presentfactForm ADV
← BETTY JEAN ALBITZAdvisorregistration: current employment
Jan 18, 2026 to presentfactForm ADV
← GLENN TAD GULLICKSONAdvisorregistration: current employment
Oct 10, 2024 to presentfactForm ADV
← RYAN MICHAEL CARLSONAdvisorregistration: previous registration
May 31, 2016 to Aug 28, 2018factForm ADV
← MATTHEW GLEN WICKLUNDAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← ROBERT JOSEPH BRANTONAdvisorregistration: current employment
Nov 3, 2014 to presentfactForm ADV
← KURT DAVID WEDEWERAdvisorregistration: previous registration
Feb 26, 2024 to Aug 28, 2026factForm ADV
← DILAN DAVID SIMONAdvisorregistration: previous registration
Apr 19, 2026 to Aug 28, 2026factForm ADV
← BRIAN SCOTT MCCLEARYAdvisorregistration: previous registration
Sep 10, 2024 to May 14, 2025factForm ADV
← PAUL AUGUST ALEGIAdvisorregistration: previous registration
Jul 30, 2014 to Mar 31, 2016factForm ADV
← ROSS DAVID ALMLIEAdvisorregistration: previous registration
May 11, 2009 to May 8, 2015factForm ADV
← PATRICK JOSEPH MOOREAdvisorregistration: previous registration
Oct 19, 2010 to Nov 9, 2012factForm ADV

Controls (3)

← BRANTON, ROBERT, JOSEPHOwnerCHAIRMAN AND CHIEF EXECUTIVE OFFICER, ownership code D, individual
Jul 17, 2018 to May 21, 2024factForm ADV
← CARLSON, RYAN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 17, 2018 to May 21, 2024factForm ADV
← GAHSMAN, BRIANOwnerCHIEF INVESTMENT OFFICER/ PORTFOLIO MANAGER, ownership code C, individual
Jul 17, 2018 to May 21, 2024factForm ADV

Owns (2)

← Rosemurgy, BrockOwnerTRUSTEE, ownership code F, individual
Mar 27, 2019 to May 21, 2024factForm ADV
← JOSEPH BROCKENSHIRE ROSEMURGY 2012 IRREVOCABLE TRUSTOwnerSHAREHOLDER, ownership code B, domestic entity
Mar 27, 2019 to May 21, 2024factForm ADV

Dated events

Occurred
Aug 28, 2026
Team lift-out
2 advisors left Contego Capital Group, Inc. (Edina, MN) for Van Clemens Wealth Management, LLC on the same day
Form ADVobserved yesterday
2 advisors
Occurred
Aug 28, 2026
Advisor changed firm
Kurt David Wedewer left Contego Capital Group, Inc. for Van Clemens Wealth Management, Llc (registered 2026-08-26)
Form ADVobserved 5 days ago
Occurred
Aug 28, 2026
Advisor changed firm
Dilan David Simon left Contego Capital Group, Inc. for Van Clemens Wealth Management, Llc (registered 2026-08-26)
Form ADVobserved 5 days ago
Occurred
May 14, 2025
Advisor changed firm
Brian Scott Mccleary left Contego Capital Group, Inc. for Nicolet Wealth Management (registered 2026-02-20)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2018
First Form ADV filing
Contego Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:958a3cc5-e5e3-0a7c-0baf-2f008894f3fc
First observed: Jul 17, 2018
Last observed: Aug 28, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONTEGO CAPITAL GROUP, INC.

CRD 128518

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:958a3cc5-e5e3-0a7c-0baf-2f008894f3fc

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS CHARLES DOTZENROD

Certified Financial Planner

Bloomington, MN | EDINA, MN

n/a

yes

ROBERT JOSEPH BRANTON

n/a

EDINA, MN

MATTHEW GLEN WICKLUND

n/a

Edina, MN

n/a

RYAN MICHAEL CARLSON

n/a

EDINA, MN

GLENN TAD GULLICKSON

n/a

EDINA, MN

BETTY JEAN ALBITZ

Chartered Financial Consultant

EDINA, MN

DOMINIQUE MICHELLE VILLAUME

n/a

EDINA, MN

Walter Daniel Albitz

n/a

EDINA, MN

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRANTON, ROBERT, JOSEPH

CHAIRMAN AND CHIEF EXECUTIVE OFFICER

yes

11/2014

Jul 17, 2018

May 21, 2024

CARLSON, RYAN, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

06/2018

Jul 17, 2018

May 21, 2024

GAHSMAN, BRIAN

CHIEF INVESTMENT OFFICER/ PORTFOLIO MANAGER

yes

06/2018

Jul 17, 2018

May 21, 2024

JOSEPH BROCKENSHIRE ROSEMURGY 2012 IRREVOCABLE TRUST

Shareholder

02/2019

Mar 27, 2019

May 21, 2024

Rosemurgy, Brock

Trustee

02/2019

Mar 27, 2019

May 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONTEGO CAPITAL BENEFITS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$88.0M

n/a

2024

Mar 28, 2025

$73.3M

n/a

2023

Apr 1, 2024

$67.9M

n/a

2022

Mar 28, 2023

$133M

n/a

2021

Mar 30, 2022

$175M

n/a

2020

Mar 12, 2021

$201M

n/a

2019

Mar 25, 2020

$195M

n/a

2018

Mar 27, 2019

$34.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

28.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$88.0M

$73.3M

20.1%

$133M

-12.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VAN CLEMENS WEALTH MANAGEMENT, LLC

Aug 28, 2026

Aug 26, 2026

EDINA, MN

Team lift out

RIA to RIA

22.2%