PPrivate Fund Data Log in Join · $37/mo

Capital Advisors Group, Inc

● SEC registered since 2001CRD 112000SEC# 801-60262Boston, MA
Export (members)
Reg. AUM
$26.03B
Employees
31
Accounts
246
Location
Boston, MA

Capital Advisors Group, Inc assets under management

Capital Advisors Group, Inc is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2001. It reports $26 billion in regulatory assets under management and employs 31 people.

Capital Advisors Group, Inc owners & executives

11 reported
NameTitleOwnershipSince
Benjamin K. Campbell Trust of 2011 ControlOwner10-25%2011
Benjamin Klopp Campbell ControlCeoUnder 5%1991
Campbell Family 1998 Irrevocable Trust ControlOwner25-50%1998
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Capital Advisors Group, Inc manage?

Capital Advisors Group, Inc reports $26 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Advisors Group, Inc have?

Capital Advisors Group, Inc reports 31 employees.

Where is Capital Advisors Group, Inc located?

Capital Advisors Group, Inc is based in Boston, MA and has been SEC-registered since 2001.

Does Capital Advisors Group, Inc disclose fund performance?

Capital Advisors Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Federal Street, Suite 2200, Boston, MA 02110
Phone617-630-8100
Fax617-630-0023
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26.03B
Non-discretionary$0
Total (RAUM)$26.03B