CAPITAL ADVISORS GROUP, INC

BOSTON, Massachusetts·4 registered advisors·CRD# 112000
SEC# 801-602623617-630-8100
01

Firm Overview

AUM
$25.9B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.
03

Specialties

Investment ManagementWealth Management
04

Advisors at CAPITAL ADVISORS GROUP, INC

4 registered advisors
Benjamin Klopp Campbell
BOSTON, Massachusetts
Kari Elizabeth Toney
BOSTON, Massachusetts
Mark Lawrence Hogan
BOSTON, Massachusetts
Stephen Richard Salemi
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. CAPITAL ADVISORS GROUP, INC (CRD# 112000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.