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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 Oct 1, 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
- Website
- HTTP://ACGBIZ.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 363 | 366 | increased by3 |
| Apr 1, 2026 | AUM | $27,844,415,264 | $29,988,968,764 | increased by$2,144,553,500 |
| Apr 1, 2026 | Accounts | 363 | 366 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 22 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 321 | 363 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $29,775,390,300 | $27,844,415,264 | decreased by$1,930,975,036 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 321 | 363 | increased by42 |
| Apr 1, 2022 | Clients | 298 | 321 | increased by23 |
| Apr 1, 2022 | AUM | $26,614,690,549 | $29,775,390,300 | increased by$3,160,699,751 |
| Apr 1, 2022 | Accounts | 298 | 321 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVANCED CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVANCED CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.