Investment adviser · CRD 139874

CAPGROUP ADVISORS

Investment adviser filing (IA)

CAPGROUP ADVISORS, LLC

RICHMOND, VA, United States · Form ADV filed Mar 28, 2014

Regulatory AUM
$1.16B
Form ADV · Item 5.F
Client accounts
516
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
9
Investment advisory functions

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 28, 2014. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed

Principal office

7100 FOREST AVE., SUITE 301
RICHMOND, VA, 23226, United States

CRD 139874

Filing source

Form ADV 788972 · Mar 28, 2014 · 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.