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CAPITAL ADVISORS GROUP, INC
CRD 112000 · SEC 801-60262
1 FEDERAL STREET, SUITE 2200, BOSTON, MA, 02110, United States
Phone
617-630-8100
Fax
617-630-0023
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.03B
Discretionary AUM
$23.03B
Team
33 total employees; 20 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsSECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $17.9M |
| Charitable organizations | 3 | $119.6M |
| Corporations/business entities | 228 | $22.90B |
States served
CA, MD, MA, NJ, NY, PA, VA, WA, CT
All web addresses on file
Official SEC filing: View on IAPD