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.
Capital Advisors Group, Inc
Boston, MA
CRD 112000
Firm filing updated March 29, 2026 ·
- $23BAssets
- 20Advisory staff
- 236Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Corporations or other businesses228
- High net worth individuals5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | 5 | $17.9 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $0 |
| Charitable organizations | Fewer than 5 clients | $119.6 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 228 | $22.9 billion |
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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
See all 5 services
- Educational seminars/workshops
- Other: "SECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH."
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH."
Assets and accounts
- Regulatory assets$23.0 billion
- Accounts236
- DiscretionaryAll accounts
People
- Employees33
- Advisory staff20
- 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
- SEC-registered investment advisor. CRD 112000, SEC file 801-60262.
- Registered with the SEC as an investment advisor (status date on record: May 24, 2001).
Is Capital Advisors Group, Inc a fiduciary?
Short answer: Capital Advisors Group, Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
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.