Asset manager · Minneapolis, MN
Advanced Capital Group
Advanced Capital Group, Inc. · SEC-registered investment adviser · CRD 109673 · SEC 801-65944
At a glance
Advanced Capital Group is an SEC-registered investment adviser based in Minneapolis, Minnesota, with $30.0 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 138 individual clients. By Form ADV it is a asset manager, ranked 294th of 3,218 asset managers and 656th of 17,210 SEC-registered advisers by assets.
Main office 612-230-3000acgbiz.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $30B
- Rank among asset managers
- #294 of 3,218
- Rank among all SEC RIAs
- #656 of 17,210
- Rank in Minnesota
- #13 of 276
- Individual clients
- 138
- High-net-worth clients
- 51
- Accounts
- 366
- Discretionary
- 6% of AUM
- Employees
- 22
- Advisory staff
- 11
- Offices
- 2
Owners and executives on its Form ADV
- Charles L. LangowskiChief Executive Officer
- Justin DorseyPrincipal
- Patrick W LarsonChief Investment Officer
- Lyndsay R. KimChief Compliance Officer
- Holly KnightRetirement Plan Services Practice Leader
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Alera Securities LLC.
- Alera Securities LLC ↗CRD 335132
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 166 | $26B | 86% |
| High-net-worth individuals | 51 | $2.0B | 7% |
| State or municipal government entities | 31 | $1.2B | 4% |
| Corporations or other businesses | 24 | $424M | 1% |
| Insurance companies | 3 | $295M | <1% |
| Banking or thrift institutions | 1 | $89M | <1% |
| Charitable organizations | 3 | $71M | <1% |
| Individuals | 87 | $40M | <1% |
Disciplinary disclosures
Advanced Capital Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗acgbiz.com ↗
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The full record on Advanced Capital Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- 5 namedLocked
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Background
Questions
How much does Advanced Capital Group manage?
Advanced Capital Group reports $30.0 billion in regulatory assets under management across 366 accounts, 6% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Advanced Capital Group?
Advanced Capital Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Advanced Capital Group’s clients?
By assets, its largest client types are pension and profit sharing plans ($25.9 billion, 166 clients); high-net-worth individuals ($2.0 billion, 51 clients); state or municipal government entities ($1.2 billion, 31 clients).
Does Advanced Capital Group have any disciplinary history?
Advanced Capital Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Advanced Capital Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →