ADVANCED CAPITAL GROUP, INC.
Legal name: ADVANCED CAPITAL GROUP
CRD #109673 SEC #801-65944 MINNEAPOLIS, MN 612-230-3000
SEC Registered
Total AUM
$27.8B
Discretionary
$1.2B
Employees
22
Clients
0
Accounts
363
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BURES, JENNIFER, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, LYNDSAY, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIGHT, HOLLY | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| KNIGHT, HOLLY | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| MANGO, CHRISTIAN | I | PRESIDENT OF RETIREMENT PLAN SERVICES | NA | Control |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALERA GROUP, INC | DE | OWNER | E | |
| ALERA GROUP, INC | DE | MANAGING MEMBER/ PARENT COMPANY | E | Control |
| ALERA GROUP, INC | DE | MANAGING MEMBER/ PARENT COMPANY | E | Control |
| ALERA GROUP, INC | DE | MANAGING MEMBER/ PARENT COMPANY | E | Control |
| ALERA GROUP, INC | DE | MANAGING MEMBER/ PARENT COMPANY | E | Control |
| ALERA GROUP, INC | DE | MANAGING MEMBER/ PARENT COMPANY | E | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| DORSEY, JUSTIN | I | PRINCIPAL | C | Control |
| EGAN, PATRICK, JOSEPH | I | PRINCIPAL | C | Control |
| EGAN, PATRICK, JOSEPH | I | PRINCIPAL | C | Control |
| EGAN, PATRICK, JOSEPH | I | PRINCIPAL | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | PRINCIPAL | C | Control |
| LANGOWSKI, CHARLES, LEE | I | PRINCIPAL - CCO | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LANGOWSKI, CHARLES, LEE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| LARSON, PATRICK, W | I | CHIEF INVESTMENT OFFICER | C | Control |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | SECRETARY TREASURE | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B | |
| SCHROEDER, DANIEL, DEAN | I | CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (23)
AZ CA FL IA IL IN KS KY LA MI MN MO MT ND NE NY OH PA SD TX VA WA WI
Address
50 SOUTH SIXTH STREETSUITE 975
MINNEAPOLIS, MN 55402
United States
Phone: 612-230-3000