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AUGUST GROUP
Legal name: THE AUGUST GROUP CAPITAL LIMITED
CRD 311499File 801-120147
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$740.3M
Above cohort median (national)
Discretionary AUM
$678.7M
Non-discretionary $61.6M
Clients
56
407 accounts
Employees
22
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 13, 2021
- Principal office
- 705-320 BAY STREET, TORONTO, M5H 4A6
- Phone
- 438-792-5161
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $740.3M
- Discretionary AUM
- $678.7M
- Non-discretionary AUM
- $61.6M
- Discretionary accounts
- 356
- Non-discretionary accounts
- 51
- Total accounts
- 407
- AUM per client
- $13.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $528.1M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $19.1M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 34 | $193.1M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF NET WORTH
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.