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CAPGROUP ADVISORS, LLC

Advisory

N·RICHMOND, VA

Data as of Mar 28, 2014 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

+18.0%

3-Year CAGR

+3.0%

Employees

9

Assets Under Management

Total AUM$1.2B

Discretionary AUM$308M

Non-Discretionary AUM$850M

Discretionary %26.6%

Total Clients—

Team

Total Employees9

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingMar 6, 2006

Latest FilingMar 28, 2014

🔒 Full AUM trend chart and 30 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAPGROUP ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.