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CAPITAL ADVISORS GROUP, INC
CRD 112000File 801-60262
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 31 | 33 | increased by2 |
| Apr 1, 2026 | Clients | 200 | 236 | increased by36 |
| Apr 1, 2026 | AUM | $26,029,845,727 | $23,032,827,960 | decreased by$2,997,017,767 |
| Apr 1, 2026 | Accounts | 246 | 236 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 31 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 146 | 200 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $24,081,825,908 | $26,029,845,727 | increased by$1,948,019,819 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 151 | 246 | increased by95 |
| Apr 1, 2022 | Clients | 168 | 146 | decreased by22 |
| Apr 1, 2022 | AUM | $16,473,978,054 | $24,081,825,908 | increased by$7,607,847,854 |
| Apr 1, 2022 | Accounts | 174 | 151 | decreased 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 “CAPITAL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL ADVISORS” 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.