CAPITAL FORMATION GROUP, INC.
CRD #110958 SEC #801-24315 WELLESLEY, MA 781.237.0123
SEC Registered
Total AUM
$2M
Discretionary
$2M
Employees
5
Clients
51
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $2M | $2M | $0 | 5 | 2 |
| Mar 2019 | $141.9M | $105.7M | $36.1M | 8 | 140 |
| Mar 2018 | $152.1M | $108.8M | $43.3M | 8 | 139 |
| Mar 2017 | $146.2M | $108.3M | $38M | 6 | 200 |
| Mar 2016 | $178.3M | $142.2M | $36.1M | 7 | 300 |
| Mar 2015 | $192.2M | $157.7M | $34.5M | 8 | 300 |
| Mar 2014 | $184.8M | $155.1M | $29.7M | 8 | 200 |
| Mar 2013 | $140.1M | $115.7M | $24.4M | 8 | 100 |
| Oct 2012 | $135M | $113.8M | $21.2M | 6 | 100 |
| Oct 2012 | $135M | $113.8M | $21.2M | 6 | 100 |
| Mar 2012 | $133.5M | $119.2M | $14.3M | 6 | 118 |
| Mar 2011 | $139M | $127.7M | $11.3M | 10 | -- |
| Mar 2011 | $139M | $127.7M | $11.3M | 10 | -- |
| Aug 2010 | $116M | $76M | $40M | 10 | -- |
| Aug 2010 | $116M | $76M | $40M | 10 | -- |
| Mar 2010 | $116M | $76M | $40M | 10 | -- |
| Mar 2010 | $116M | $76M | $40M | 10 | -- |
| Oct 2009 | $116M | $76M | $40M | 10 | -- |
| Jul 2009 | $116M | $76M | $40M | 10 | -- |
| Dec 2007 | $97.4M | $97.4M | $0 | 10 | -- |
| Mar 2007 | $97.4M | $97.4M | $0 | 10 | -- |
| Mar 2006 | $74.4M | $74.4M | $0 | 10 | -- |
| Jun 2005 | $63.3M | $12.6M | $50.7M | 5 | -- |
| Feb 2005 | $52M | $52M | $0 | 5 | -- |
| Nov 2003 | $30.4M | $30.4M | $0 | 5 | -- |
| Apr 2002 | $44M | $36.8M | $7.2M | 5 | -- |
| May 2001 | $48.4M | $48.4M | $0 | 5 | -- |
DateMar 2020
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$141.9M
Discretionary$105.7M
Non-Disc.$36.1M
Employees8
Clients140
DateMar 2018
Total AUM$152.1M
Discretionary$108.8M
Non-Disc.$43.3M
Employees8
Clients139
DateMar 2017
Total AUM$146.2M
Discretionary$108.3M
Non-Disc.$38M
Employees6
Clients200
DateMar 2016
Total AUM$178.3M
Discretionary$142.2M
Non-Disc.$36.1M
Employees7
Clients300
DateMar 2015
Total AUM$192.2M
Discretionary$157.7M
Non-Disc.$34.5M
Employees8
Clients300
DateMar 2014
Total AUM$184.8M
Discretionary$155.1M
Non-Disc.$29.7M
Employees8
Clients200
DateMar 2013
Total AUM$140.1M
Discretionary$115.7M
Non-Disc.$24.4M
Employees8
Clients100
DateOct 2012
Total AUM$135M
Discretionary$113.8M
Non-Disc.$21.2M
Employees6
Clients100
DateOct 2012
Total AUM$135M
Discretionary$113.8M
Non-Disc.$21.2M
Employees6
Clients100
DateMar 2012
Total AUM$133.5M
Discretionary$119.2M
Non-Disc.$14.3M
Employees6
Clients118
DateMar 2011
Total AUM$139M
Discretionary$127.7M
Non-Disc.$11.3M
Employees10
Clients--
DateMar 2011
Total AUM$139M
Discretionary$127.7M
Non-Disc.$11.3M
Employees10
Clients--
DateAug 2010
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateAug 2010
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateMar 2010
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateMar 2010
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateOct 2009
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateJul 2009
Total AUM$116M
Discretionary$76M
Non-Disc.$40M
Employees10
Clients--
DateDec 2007
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$97.4M
Discretionary$97.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$74.4M
Discretionary$74.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$63.3M
Discretionary$12.6M
Non-Disc.$50.7M
Employees5
Clients--
DateFeb 2005
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$44M
Discretionary$36.8M
Non-Disc.$7.2M
Employees5
Clients--
DateMay 2001
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--