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CAPITAL ADVISORS GROUP, INC
BOSTON, MA
617-630-8100
SEC #801-60262Total AUM
$23B
Employees
33Clients
243Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 FEDERAL STREET
SUITE 2200
BOSTON
MA 02110
United States
SUITE 2200
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-630-8100
Other Offices
2
Financials
Total AUM
$23B
Accounts
236Discretionary
$23B
Accounts
236Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
5AUM
$17.9M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
3AUM
$119.6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
228AUM
$22.9B
Services
Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
SECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.
Compliance
Disclosures
None reported
State Registrations
CACTMAMDNJNYPAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.