CAPITAL ADVISORS GROUP, INC
1 Federal Street, Boston MA 2110
Firm Details
The basic information about the firm.
Assets Under Management (AUM)
This is the total number of dollars the firm holds in client assets
- $25,878,690,378.00
Number of Accounts
This is the total number of open accounts the firm has under management.
- 267
Number of Employees
This is the total number of employees that work at the firm.
- 29
Investment Employees
Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client
- 21
Services & Fee Structure & Activities
Information about the services offered and fee structure.
Services
- Portfolio ManagementBusiness Investment ManagementPublicationEducation
Fee Structure
- Percentage of Assets Under ManagementFixed FeeOther
Activities
- Trade/Sell Self-Recommended Securities
- Securities Buy/Sell Client Account
- Trade Quantity
- Use of Broker-Dealer
- Commission Rate
Clients
Information about the firm's clients.
High Net Worth Clients
A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth
- 5
High Net Worth AUM
This is the total number of assets under management for all clients the firm identifies as high net worth
- $66,042,999.00
Pension Profit Sharing Clients
Clients of the firm that participate in a profit sharing plan which the firm performs financial services
- 0
Charitable Organization Clients
Number of clients the firm identifies as Charitable Organizations
- 0
Charitable Organization AUM
Total number of assets under management for clients the form identifies as a “charitable organization”
- $83,070,458.00
Corporate Clients
Corporate clients are any companies that enlist the investment adviser for wealth management services
- 154
Corporate AUM
Total number of assets under management for clients the form identifies as “corporate”
- $25,729,576,921.00
None US Client Percentage
This is the total number of open accounts the firm has under management.
- 6%