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CAPITAL ADVISORS GROUP, INC
CRD 112000File 801-60262
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.03B
Top 10% of cohort (national)
Discretionary AUM
$23.03B
Clients
236
236 accounts
Employees
33
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 24, 2001
- Principal office
- 1 FEDERAL STREET, SUITE 2200, BOSTON, MA, 02110
- Phone
- 617-630-8100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.03B
- Discretionary AUM
- $23.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 236
- Non-discretionary accounts
- 0
- Total accounts
- 236
- AUM per client
- $97.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 228 | $22.90B |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $119.6M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 5 | $17.9M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- 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.