SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Advanced Capital Group
Minneapolis, MN
Advanced Capital Group, Inc., CRD 109673
Firm filing updated March 20, 2026 ·
- $30BAssets
- 11Advisory staff
- 366Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans166
- Individuals87
- High net worth individuals51
- State or municipal government entities (including government pension plans)31
- Corporations or other businesses24
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 87 | $40.4 million |
| High net worth individuals | 51 | $2.0 billion |
| Banking or thrift institutions | Fewer than 5 clients | $89.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 166 | $25.9 billion |
| Charitable organizations | Fewer than 5 clients | $70.6 million |
| State or municipal government entities (including government pension plans) | 31 | $1.2 billion |
| Insurance companies | Fewer than 5 clients | $294.8 million |
| Corporations or other businesses not listed above | 24 | $423.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$30.0 billion
- Accounts366
- Discretionary$1.7 billion · 157 accounts
- Non-discretionary$28.3 billion · 209 accounts
People
- Employees22
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Advanced Capital Group, Inc. SEC-registered investment advisor. CRD 109673, SEC file 801-65944.
- Registered with the SEC as an investment advisor (status date on record: January 31, 2006).
Is Advanced Capital Group a fiduciary?
Short answer: Advanced Capital Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.