RIA Intel›Advisers›Connecticut›ADVANCED CAPITAL ADVISORS, LLC

ADVANCED CAPITAL ADVISORS, LLC

Advisory

FAIRFIELD, CT

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CT

#751

of 1,312 advisers by AUM

Average account

$861K

across 201 accounts

AUM per adviser

$87M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$173M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$173M

Discretionary AUM$173M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients201

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

201 clients

The full client-type breakdown and the share of AUM each category represents.

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