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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Advisors Group Inc
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| CRD # | 112000 |
| SEC # | 801-60262 |
| CIK # | 0001350780, 0001597878, 0001582732 |
| AUM | $26.0 B (2025-06-03) |
| Employees | 31 (71% Investors, 0% Brokers) |
| Phone | 617-630-8100 |
| Address | 1 Federal Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001350780 0001597878 0001582732 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 337.8 | ||
| Apple Inc | 56.5 | ||
| Netflix Inc | 36.6 | ||
| Alphabet Inc | 34.9 | ||
| Palo Alto Networks Inc | 31.2 | ||
| Nvidia Corp | 23.7 | ||
| Facebook Inc | 23.3 | ||
| CACI International Inc /DE/ | 19.6 | ||
| Amazon Com Inc | 18.5 | ||
| Enterprise Products Partners L P | 16.5 | ||
| Williams Companies Inc | 15.8 | ||
| Energy Transfer Equity LP | 15.4 | ||
| Blackstone Group LP | 14.4 | ||
| Union Pacific Corp | 13.8 | ||
| MPLX LP | 13.2 | ||
| Southern Copper Corp/ | 12.0 | ||
| Thermo Fisher Scientific Inc | 12.0 | ||
| UnitedHealth Group Inc | 11.8 | ||
| Northrop Grumman Corp /DE/ | 11.6 | ||
| Danaher Corp /DE/ | 11.0 | ||
| AbbVie Inc | 10.5 | ||
| BlackRock Inc | 10.2 | ||
| Lockheed Martin Corp | 9.3 | ||
| Alphabet Inc | 5.3 | ||
| Intuit Inc | 4.8 | ||
| Canadian National Railway Co | 4.5 | ||
| Waste Management Inc | 4.2 | ||
| Exxon Mobil Corp | 3.0 | ||
| Parker Hannifin Corp | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($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 | 1 | 0.0 |
| (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 | 194 | 26.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 26.0 |
| By Discretionary | ||
| Discretionary | 246 | 26.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 26.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 24.0 | |
| Total | 246 | 26.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001350780] | |
| 13F-HR | [0001582732] | |
| 13F-HR | [0001597878] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Focus Partners Advisor Solutions LLC
✚
|
MO | 29.9 |
|
Savant Capital LLC
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|
IL | 29.6 |
|
Sanctuary Advisors LLC
✚
|
IN | 27.7 |
|
Newedge Advisors LLC
✚
|
LA | 27.4 |
|
Addenda Capital Inc
✚
|
26.2 | |
|
Goldman Sachs Wealth Services LP
✚
|
NY | 26.0 |
|
Eagle Strategies LLC
✚
|
NY | 25.4 |
|
Allworth Financial LP
✚
|
CA | 25.1 |
|
Clearstead Advisors LLC
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|
OH | 24.3 |
|
Wellth Advisory Services LLC
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|
23.6 |