Overview
Assets Under Management: $25.9 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 5
Average Client Assets: $13.2 million
Frequently Asked Questions
CAPITAL ADVISORS GROUP, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112000), CAPITAL ADVISORS GROUP, INC is subject to fiduciary duty under federal law.
CAPITAL ADVISORS GROUP, INC is headquartered in BOSTON, MA.
CAPITAL ADVISORS GROUP, INC serves 5 high-net-worth clients according to their SEC filing dated April 15, 2024. View client details ↓
According to their SEC Form ADV, CAPITAL ADVISORS GROUP, INC offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CAPITAL ADVISORS GROUP, INC manages $25.9 billion in client assets according to their SEC filing dated April 15, 2024.
According to their SEC Form ADV, CAPITAL ADVISORS GROUP, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.26%
Average Client Assets: $13.2 million
Total Client Accounts: 267
Discretionary Accounts: 266
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 112000
Filing ID: 1866328
Last Filing Date: 2024-04-15 16:33:00