# August Group

> August Group is an SEC-registered investment advisory firm in Toronto, Canada, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 311499
- Filed as: AUGUST GROUP
- Legal name: The August Group Capital Limited
- Also doing business as: AUGUST GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toronto, Canada
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311499
- AdvisorCensus page: https://advisorcensus.com/firm/august-group-toronto-311499

## Quick answers

**How is August Group compensated?**
On its Form ADV (Item 5.E, October 2026), August Group reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is August Group located?**
August Group's principal office is in Toronto, Canada, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is August Group registered with the SEC or a state?**
August Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311499.

**How much does August Group manage?**
August Group reports $740,298,168 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (92% discretionary).

**How have August Group's assets and staff changed since 2021?**
In the Form ADV data for August Group: Regulatory assets under management: $127,148,874 in the October 2021 data and $740,298,168 in the October 2026 data, up 482%. Total employees: 10 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does August Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); corporations or other businesses not listed above (21); charitable organizations (1).

**Which custodians does August Group use?**
August Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Bank, RBC Capital Markets, LLC and RBC DS as custodians holding 10% or more of its separately managed account assets.

**Does August Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311499

**What changed in August Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $649,737,846 to $740,298,168 (+14%). Registered or notice-filed in AZ, MA, NV. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- National Bank
- RBC Capital Markets, LLC
- RBC DS

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $740,298,168
- Discretionary: $678,672,639
- Non-discretionary: $61,625,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 34 | $193,085,569 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 1 | $19,147,650 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 21 | $528,064,949 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 22 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MA, MN, MO, NC, NV, NY, OH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Lauderdale, FL
- Mont Royal
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- augustgroup.com
- LinkedIn @theaugustgroup-buildwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,148,874 | 10 | September 30, 2021 |
| October 2022 | $500,331,948 | 9 | September 21, 2022 |
| October 2023 | $432,689,707 | 11 | May 8, 2023 |
| October 2024 | $515,850,000 | 16 | September 20, 2024 |
| October 2025 | $649,737,846 | 22 | July 9, 2025 |
| October 2026 | $740,298,168 | 22 | September 21, 2026 |

Regulatory assets under management: $127,148,874 in the October 2021 data and $740,298,168 in the October 2026 data, up 482%.
Total employees: 10 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $649,737,846 to $740,298,168 (+14%).
- Registered or notice-filed in AZ, MA, NV.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. August Group (CRD 311499): Form ADV filing data as of October 2026.