Asset manager · Boston, MA
Capital Advisors Group, Inc
SEC-registered investment adviser · CRD 112000 · SEC 801-60262
At a glance
Capital Advisors Group, Inc is an SEC-registered investment adviser based in Boston, Massachusetts, with $23.0 billion in regulatory assets under management as of its Form ADV filed March 29, 2026. Its largest client group by assets is corporations or other businesses, and it reports 5 individual clients. By Form ADV it is a asset manager, ranked 348th of 3,218 asset managers and 799th of 17,210 SEC-registered advisers by assets.
Main office 617-630-8100capitaladvisors.comAs filed on Form ADV
- Regulatory AUM
- $23B
- Rank among asset managers
- #348 of 3,218
- Rank among all SEC RIAs
- #799 of 17,210
- Rank in Massachusetts
- #58 of 627
- Individual clients
- 5
- High-net-worth clients
- 5
- Accounts
- 236
- Discretionary
- 100% of AUM
- Employees
- 33
- Advisory staff
- 20
- Offices
- 3
Owners and executives on its Form ADV
- Benjamin K. CampbellCEO
- Stephen R. SalemiPresident & Chief Operating Officer
- Kari E. ToneyChief Compliance Officer
- Karyn W. CampbellDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 228 | $23B | 99% |
| Charitable organizations | 3 | $120M | <1% |
| High-net-worth individuals | 5 | $18M | <1% |
Disciplinary disclosures
Capital Advisors Group, Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗capitaladvisors.com ↗
AtlasMembers
The full record on Capital Advisors Group, Inc
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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- Growth over one, three and five years
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- Rank against 397 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Capital Advisors Group, Inc manage?
Capital Advisors Group, Inc reports $23.0 billion in regulatory assets under management across 236 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 29, 2026.
What kind of firm is Capital Advisors Group, Inc?
Capital Advisors Group, Inc 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 Capital Advisors Group, Inc’s clients?
By assets, its largest client types are corporations or other businesses ($22.9 billion, 228 clients); charitable organizations ($120 million, 3 clients); high-net-worth individuals ($18 million, 5 clients).
Does Capital Advisors Group, Inc have any disciplinary history?
Capital Advisors Group, Inc 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 Capital Advisors Group, Inc’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 (2026-03-29), 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 →