RIA Intel›Advisers›Massachusetts›CAPITAL ADVISORS GROUP, INC

CAPITAL ADVISORS GROUP, INC

Advisory

N·BOSTON, MA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Total AUM

$23.0B

1-Year AUM Growth

+0.6%

3-Year CAGR

+2.6%

Employees

20

Assets Under Management

Total AUM$23.0B

Discretionary AUM$23.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients200

Team

Total Employees20

Investment Advisers33

Employee Growth (1Y)-8.7%

Filing History

Total Filings on Record71

First FilingMay 9, 2001

Latest FilingMar 29, 2026

🔒 Full AUM trend chart and 71 historical filings spanning 25+ 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 CAPITAL ADVISORS GROUP, INC

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