The CAPITAL ADVISORS GROUP, INC is a privately held investment adviser that advises $23.03Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL ADVISORS GROUP, INC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 39.81% over the last 5-years.
The Group has been registered with the SEC for 25.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1 FEDERAL STREET SUITE 2200, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 20 investment and 13 non-investment staff. The total number of Employees increased by 22.22% over the last 5-years.
Their $23.03Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 231 other accounts. Assets of Corporations or Other Businesses clients own $22.9Bn or 99.4% of Total Assets and Charitable Organizations own $119.58mn or 0.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Corporations or Other Businesses and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CAPITAL ADVISORS GROUP, INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.