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ADVANCED CAPITAL GROUP
ADVANCED CAPITAL GROUP, INC.
CRD 109673 · SEC 801-65944
50 SOUTH SIXTH STREET, SUITE 975, MINNEAPOLIS, MN, 55402, United States
Phone
612-230-3000
Fax
612-230-3019
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$29.99B
Discretionary AUM
$1.72B
Team
22 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $40.4M |
| High net worth individuals | 51 | $1.96B |
| Banking/thrift institutions | 1 | $89.4M |
| Pension/profit sharing plans | 166 | $25.91B |
| Charitable organizations | 3 | $70.6M |
| State/municipal entities | 31 | $1.20B |
| Insurance companies | 3 | $294.8M |
| Corporations/business entities | 24 | $423.8M |
States served
AZ, CA, CO, IL, IA, KS, KY, LA, MI, MN, NE, NY, ND, PA, VA, WI, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD