Capital Advisors Group, Inc
● SEC registered since 2001CRD 112000SEC# 801-60262Boston, MA
Reg. AUM
$23.03B
Employees
33
Accounts
236
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 $23 billion in regulatory assets under management and employs 33 people.
Capital Advisors Group, Inc owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin K. Campbell Trust of 2011 Control | Owner | 10-25% | 2011 |
| Benjamin Klopp Campbell Control | Ceo | Under 5% | 1991 |
| Campbell Family 1998 Irrevocable Trust Control | Owner | 25-50% | 1998 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Advisors Group, Inc manage?
Capital Advisors Group, Inc reports $23 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Advisors Group, Inc have?
Capital Advisors Group, Inc reports 33 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
| Address | 1 Federal Street, Suite 2200, Boston, MA 02110 |
| Phone | 617-630-8100 |
| Fax | 617-630-0023 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$23.03B▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$23.03Bregulatory AUM
Discretionary $23.03B