Investment adviser · CRD 112000

CAPITAL ADVISORS GROUP, INC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 29, 2026

Regulatory AUM: $23B
Client accounts: 236
Employees: 33
Advisory professionals: 20

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	228	$22,895,365,795	99.4%
Charities	Fewer than 5	$119,582,398	0.5%
High-net-worth individuals	5	$17,879,767	0.1%
Individuals	Fewer than 5	Not reported	Not reported
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2075199 · Mar 29, 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 29, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1 FEDERAL STREET, SUITE 2200
BOSTON, MA, 02110, United States

CRD 112000

Filing source

Form ADV 2075199 · Mar 29, 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.