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Advanced Capital Group, Inc.

● SEC registered since 2006CRD 109673SEC# 801-65944Minneapolis, MN
Export (members)
Reg. AUM
$29.99B
Employees
22
Accounts
366
Location
Minneapolis, MN

Advanced Capital Group, Inc. assets under management

Advanced Capital Group, Inc. is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2006. It reports $30 billion in regulatory assets under management and employs 22 people.

Advanced Capital Group, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Alera Group, Inc ControlManaging Member/ Parent CompanyOver 75%2024
Charles Lee Langowski ControlChief Executive OfficerUnder 5%1998
Holly Knight ControlRetirement Plan Services Practice LeaderUnder 5%2025
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Frequently asked questions

How much does Advanced Capital Group, Inc. manage?

Advanced Capital Group, Inc. reports $30 billion in regulatory assets under management on its Form ADV.

How many employees does Advanced Capital Group, Inc. have?

Advanced Capital Group, Inc. reports 22 employees.

Where is Advanced Capital Group, Inc. located?

Advanced Capital Group, Inc. is based in Minneapolis, MN and has been SEC-registered since 2006.

Does Advanced Capital Group, Inc. disclose fund performance?

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

Contact & registration

Address50 South Sixth Street, Suite 975, Minneapolis, MN 55402
Phone612-230-3000
Fax612-230-3019
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$29.99B▲ 8%
Apr '25 — $27.84BMay '25 — $27.84BJun '25 — $27.84BJul '25 — $27.84BAug '25 — $27.84BSep '25 — $27.84BOct '25 — $27.84BNov '25 — $27.84BDec '25 — $27.84BJan '26 — $27.84BFeb '26 — $27.84BMar '26 — $29.99BApr '26 — $29.99BMay '26 — $29.99BJun '26 — $29.99B
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$29.99Bregulatory AUM
Discretionary $1.72BNon-discretionary $28.27B