Investment adviser · CRD 311499

AUGUST GROUP

Investment adviser filing (IA)

THE AUGUST GROUP CAPITAL LIMITED

TORONTO, Canada · Form ADV filed Sep 21, 2026

Regulatory AUM: $740M
Client accounts: 407
Employees: 22
Advisory professionals: 3

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
Corporations & businesses	21	$528,064,949	71.3%
High-net-worth individuals	34	$193,085,569	26.1%
Charities	Fewer than 5	$19,147,650	2.6%
Individuals	Fewer than 5	$0	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2132141 · Sep 21, 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.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Sep 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

705-320 BAY STREET
TORONTO, M5H 4A6, Canada

CRD 311499

Filing source

Form ADV 2132141 · Sep 21, 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.