Investment adviser · CRD 109673

ADVANCED CAPITAL GROUP

Investment adviser filing (IA)

ADVANCED CAPITAL GROUP, INC.

MINNEAPOLIS, MN, United States · Form ADV filed Mar 20, 2026

Regulatory AUM: $30B
Client accounts: 366
Employees: 22
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	166	$25,907,784,895	86.4%
High-net-worth individuals	51	$1,959,381,433	6.5%
Government entities	31	$1,202,896,518	4.0%
Corporations & businesses	24	$423,782,657	1.4%
Insurance companies	Fewer than 5	$294,786,399	1.0%
Banks & thrifts	Fewer than 5	$89,389,148	0.3%
Charities	Fewer than 5	$70,584,949	0.2%
Individuals	87	$40,362,765	0.1%

Filing source

Form ADV 2074650 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

50 SOUTH SIXTH STREET, SUITE 975
MINNEAPOLIS, MN, 55402, United States

CRD 109673

Filing source

Form ADV 2074650 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.