SEC Form ADV

CAPITAL ADVISORS GROUP, INC

Registered Investment AdviserMA
$23.0B
Assets Under Management
236
Total Clients
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Registration Details

Accession
CRD-112000
Location
BOSTON, MA
Filing Date
March 29, 2026
AUM
$23.0B
Total Clients
236
Amendment
No

Client Types

$10 billion - $50 billion

About this Adviser

CAPITAL ADVISORS GROUP, INC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $23.0B in assets across 236 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.