# Capital Advisors Group, Inc

> Capital Advisors Group, Inc is an SEC-registered investment advisory firm in Boston, MA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 112000
- Filed as: CAPITAL ADVISORS GROUP, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112000
- AdvisorCensus page: https://advisorcensus.com/firm/capital-advisors-group-inc-boston-ma-112000

## Quick answers

**How is Capital Advisors Group, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Advisors Group, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Advisors Group, Inc located?**
Capital Advisors Group, Inc's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Capital Advisors Group, Inc registered with the SEC or a state?**
Capital Advisors Group, Inc is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112000.

**How much does Capital Advisors Group, Inc manage?**
Capital Advisors Group, Inc reports $23,032,827,960 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**How have Capital Advisors Group, Inc's assets and staff changed since 2021?**
In the Form ADV data for Capital Advisors Group, Inc: Regulatory assets under management: $16,473,978,054 in the October 2021 data and $23,032,827,960 in the October 2026 data, up 40%. Total employees: 27 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capital Advisors Group, Inc serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (228); high net worth individuals (5); charitable organizations (3).

**Which custodians does Capital Advisors Group, Inc use?**
Capital Advisors Group, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank as a custodian holding 10% or more of its separately managed account assets.

**Does Capital Advisors Group, Inc 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/112000

**What changed in Capital Advisors Group, Inc's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 22 to 20. Regulatory assets under management went from $26,029,845,727 to $23,032,827,960 (-12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- US Bank

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: $23,032,827,960
- Discretionary: $23,032,827,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 5 | $17,879,767 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 3 | $119,582,398 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 228 | $22,895,365,795 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 33 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, MA, MD, NJ, NY, PA, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fairfield, NJ
- Flemington, NJ

### Websites listed on Form ADV (Item 1.I)
- capitaladvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,473,978,054 | 27 | March 31, 2021 |
| October 2022 | $24,081,825,908 | 27 | March 31, 2022 |
| October 2023 | $22,518,476,591 | 27 | March 31, 2023 |
| October 2024 | $25,878,690,378 | 29 | April 15, 2024 |
| October 2025 | $26,029,845,727 | 31 | June 3, 2025 |
| October 2026 | $23,032,827,960 | 33 | March 29, 2026 |

Regulatory assets under management: $16,473,978,054 in the October 2021 data and $23,032,827,960 in the October 2026 data, up 40%.
Total employees: 27 in October 2021 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 22 to 20.
- Regulatory assets under management went from $26,029,845,727 to $23,032,827,960 (-12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Advisors Group, Inc (CRD 112000): Form ADV filing data as of October 2026.