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| Capital Advisors Group Inc
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|---|---|
| CRD # | 112000 |
| SEC # | 801-60262 |
| CIK # | 0001582732, 0001350780, 0001597878 |
| AUM | 23.03 B (2026-03-29) |
| Employees | 33 (61% Investors, 0% Brokers) |
| Phone | 617-630-8100 |
| Address | 1 Federal Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 228 | 22.9 |
| (n) Other | 0 | 0.0 |
| Total | 236 | 23.0 |
| By Discretionary | ||
| Discretionary | 236 | 23.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 236 | 23.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 20.5 | |
| Total | 236 | 23.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.4B |
| Clients | 5 (8 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 254900B59S0EVCT |
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|---|---|---|
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