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Benjamin Klopp Campbell

CAPITAL ADVISORS GROUP, INC·BOSTON, Massachusetts
Series 6, Series 7, Series 63, Series 65Clean record26 years registeredCAPITAL ADVISORS GROUP, INC
1 FEDERAL STREET, BOSTON, MA 02110CRD# 1160233Firm CRD# 112000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Klopp Campbell · BOSTON, MA
Registration
CRD #1160233 · CAPITAL ADVISORS GROUP, INC · 26 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL ADVISORS GROUP, INC
Feb 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 24, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL ADVISORS GROUP, INC
CRD 112000 · SEC 801-60262
AUM
$25.9B
Regulatory assets under management
Employees
29
267 client accounts
Services offered by CAPITAL ADVISORS GROUP, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at CAPITAL ADVISORS GROUP, INC →
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05

Frequently Asked Questions

What services does Benjamin Klopp Campbell offer?
Benjamin Klopp Campbell specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Benjamin Klopp Campbell's credentials?
Benjamin Klopp Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Klopp Campbell located?
Benjamin Klopp Campbell is based in BOSTON, Massachusetts, working with CAPITAL ADVISORS GROUP, INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Benjamin Klopp Campbell charge for services?
Benjamin Klopp Campbell's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: a minimum fee of up to $625.00 per quarter may be charged.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ADVISORS GROUP, INC?
CAPITAL ADVISORS GROUP, INC has approximately 29 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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