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ADVANCED CAPITAL GROUP
Legal name: ADVANCED CAPITAL GROUP, INC.
CRD 109673File 801-65944
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$29.99B
Top 10% of cohort (national)
Discretionary AUM
$1.72B
Non-discretionary $28.27B
Clients
366
366 accounts
Employees
22
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 31, 2006
- Principal office
- 50 SOUTH SIXTH STREET, SUITE 975, MINNEAPOLIS, MN, 55402
- Phone
- 612-230-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.99B
- Discretionary AUM
- $1.72B
- Non-discretionary AUM
- $28.27B
- Discretionary accounts
- 157
- Non-discretionary accounts
- 209
- Total accounts
- 366
- AUM per client
- $81.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $423.8M |
| Insurance companies | Fewer than 5 | $294.8M |
| Charitable organizations | Fewer than 5 | $70.6M |
| High net worth individuals | 51 | $1.96B |
| Banking or thrift institutions | Fewer than 5 | $89.4M |
| Pension and profit sharing plans | 166 | $25.91B |
| State or municipal government entities | 31 | $1.20B |
| Individuals (other than high net worth individuals) | 87 | $40.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.