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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $27.8B | $1.2B | $26.7B | 22 | 0 |
| Aug 2025 | $27.8B | $1.2B | $26.7B | 22 | 0 |
| Jun 2025 | $27.8B | $1.2B | $26.7B | 22 | 0 |
| Apr 2025 | $27.8B | $1.2B | $26.7B | 22 | 0 |
| Apr 2025 | $27.8B | $1.2B | $26.7B | 22 | 0 |
| Dec 2024 | $25.9B | $1.3B | $24.6B | 27 | 0 |
| Mar 2024 | $25.9B | $1.3B | $24.6B | 27 | 0 |
| Mar 2023 | $24.7B | $835.1M | $23.9B | 28 | 0 |
| Mar 2022 | $29.8B | $625.8M | $29.1B | 28 | 0 |
| Oct 2021 | $26.6B | $458.1M | $26.2B | 28 | 0 |
| Jun 2021 | $26.6B | $458.1M | $26.2B | 28 | 0 |
| Mar 2021 | $26.6B | $458.1M | $26.2B | 28 | 0 |
| Mar 2020 | $23.4B | $496.9M | $22.9B | 26 | 0 |
| Mar 2019 | $22.8B | $307.2M | $22.5B | 25 | 0 |
| Jul 2018 | $18.7B | $50.9M | $18.6B | 25 | 0 |
| Mar 2018 | $18.6B | $69.6M | $18.5B | 25 | 0 |
| Jan 2018 | $18.6B | $69.6M | $18.5B | 25 | 272 |
| Mar 2017 | $16.4B | $171.1M | $16.2B | 25 | 200 |
| Mar 2016 | $13.7B | $536.3M | $13.2B | 20 | 200 |
| Mar 2015 | $13.5B | $120.1M | $13.4B | 20 | 200 |
| Mar 2014 | $13.1B | $61M | $13.1B | 20 | 200 |
| Mar 2013 | $7.1B | $120.2M | $7B | 15 | 200 |
| Apr 2012 | $6.2B | $91.2M | $6.1B | 6 | 200 |
| Mar 2012 | $6.2B | $91.2M | $6.1B | 6 | 200 |
| Jan 2012 | $4.7B | $39.2M | $4.7B | 6 | 200 |
| Jul 2009 | $1.9B | $26.6M | $1.9B | 10 | -- |
| Mar 2009 | $1.9B | $26.6M | $1.9B | 10 | -- |
| Mar 2008 | $2.1B | $78.1M | $2.1B | 10 | -- |
| Jan 2007 | $1.7B | $0 | $1.7B | 10 | -- |
| Jan 2006 | $884M | $48M | $836M | 10 | -- |
| Jan 2006 | $884M | $48M | $836M | 10 | -- |
DateNov 2025
Total AUM$27.8B
Discretionary$1.2B
Non-Disc.$26.7B
Employees22
Clients0
DateAug 2025
Total AUM$27.8B
Discretionary$1.2B
Non-Disc.$26.7B
Employees22
Clients0
DateJun 2025
Total AUM$27.8B
Discretionary$1.2B
Non-Disc.$26.7B
Employees22
Clients0
DateApr 2025
Total AUM$27.8B
Discretionary$1.2B
Non-Disc.$26.7B
Employees22
Clients0
DateApr 2025
Total AUM$27.8B
Discretionary$1.2B
Non-Disc.$26.7B
Employees22
Clients0
DateDec 2024
Total AUM$25.9B
Discretionary$1.3B
Non-Disc.$24.6B
Employees27
Clients0
DateMar 2024
Total AUM$25.9B
Discretionary$1.3B
Non-Disc.$24.6B
Employees27
Clients0
DateMar 2023
Total AUM$24.7B
Discretionary$835.1M
Non-Disc.$23.9B
Employees28
Clients0
DateMar 2022
Total AUM$29.8B
Discretionary$625.8M
Non-Disc.$29.1B
Employees28
Clients0
DateOct 2021
Total AUM$26.6B
Discretionary$458.1M
Non-Disc.$26.2B
Employees28
Clients0
DateJun 2021
Total AUM$26.6B
Discretionary$458.1M
Non-Disc.$26.2B
Employees28
Clients0
DateMar 2021
Total AUM$26.6B
Discretionary$458.1M
Non-Disc.$26.2B
Employees28
Clients0
DateMar 2020
Total AUM$23.4B
Discretionary$496.9M
Non-Disc.$22.9B
Employees26
Clients0
DateMar 2019
Total AUM$22.8B
Discretionary$307.2M
Non-Disc.$22.5B
Employees25
Clients0
DateJul 2018
Total AUM$18.7B
Discretionary$50.9M
Non-Disc.$18.6B
Employees25
Clients0
DateMar 2018
Total AUM$18.6B
Discretionary$69.6M
Non-Disc.$18.5B
Employees25
Clients0
DateJan 2018
Total AUM$18.6B
Discretionary$69.6M
Non-Disc.$18.5B
Employees25
Clients272
DateMar 2017
Total AUM$16.4B
Discretionary$171.1M
Non-Disc.$16.2B
Employees25
Clients200
DateMar 2016
Total AUM$13.7B
Discretionary$536.3M
Non-Disc.$13.2B
Employees20
Clients200
DateMar 2015
Total AUM$13.5B
Discretionary$120.1M
Non-Disc.$13.4B
Employees20
Clients200
DateMar 2014
Total AUM$13.1B
Discretionary$61M
Non-Disc.$13.1B
Employees20
Clients200
DateMar 2013
Total AUM$7.1B
Discretionary$120.2M
Non-Disc.$7B
Employees15
Clients200
DateApr 2012
Total AUM$6.2B
Discretionary$91.2M
Non-Disc.$6.1B
Employees6
Clients200
DateMar 2012
Total AUM$6.2B
Discretionary$91.2M
Non-Disc.$6.1B
Employees6
Clients200
DateJan 2012
Total AUM$4.7B
Discretionary$39.2M
Non-Disc.$4.7B
Employees6
Clients200
DateJul 2009
Total AUM$1.9B
Discretionary$26.6M
Non-Disc.$1.9B
Employees10
Clients--
DateMar 2009
Total AUM$1.9B
Discretionary$26.6M
Non-Disc.$1.9B
Employees10
Clients--
DateMar 2008
Total AUM$2.1B
Discretionary$78.1M
Non-Disc.$2.1B
Employees10
Clients--
DateJan 2007
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees10
Clients--
DateJan 2006
Total AUM$884M
Discretionary$48M
Non-Disc.$836M
Employees10
Clients--
DateJan 2006
Total AUM$884M
Discretionary$48M
Non-Disc.$836M
Employees10
Clients--