CAPITAL ADVISORS GROUP, INC
CRD #112000 SEC #801-60262 BOSTON, MA 617-630-8100
SEC Registered
Total AUM
$26B
Discretionary
$26B
Employees
31
Clients
0
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $26B | $26B | $0 | 31 | 5 |
| Mar 2025 | $26B | $26B | $0 | 31 | 5 |
| Apr 2024 | $25.9B | $25.9B | $759 | 29 | 5 |
| Mar 2024 | $25.9B | $25.9B | $759 | 29 | 5 |
| Oct 2023 | $22.5B | $22.4B | $145.7M | 27 | 5 |
| Mar 2023 | $22.5B | $22.4B | $145.7M | 27 | 5 |
| Feb 2023 | $24.1B | $24.1B | $0 | 27 | 5 |
| Mar 2022 | $24.1B | $24.1B | $0 | 27 | 5 |
| Mar 2021 | $16.5B | $16.5B | $0 | 27 | 5 |
| Jul 2020 | $12.7B | $12.7B | $0 | 27 | 6 |
| Mar 2020 | $12.7B | $12.7B | $0 | 27 | 6 |
| Mar 2019 | $12.2B | $12.2B | $0 | 27 | 6 |
| Mar 2018 | $10B | $10B | $0 | 26 | 7 |
| Jul 2017 | $8.3B | $8.3B | $0 | 28 | 100 |
| Mar 2017 | $8.3B | $8.3B | $0 | 28 | 100 |
| Nov 2016 | $10.1B | $10.1B | $0 | 28 | 100 |
| Sep 2016 | $10.1B | $10.1B | $0 | 28 | 100 |
| Mar 2016 | $10.1B | $10.1B | $0 | 28 | 100 |
| Mar 2015 | $11.5B | $9B | $2.5B | 23 | 100 |
| Nov 2014 | $6.5B | $6.4B | $100M | 24 | 100 |
| Mar 2014 | $6.5B | $6.4B | $100M | 24 | 100 |
| Apr 2013 | $7B | $6.4B | $600.2M | 25 | 200 |
| Apr 2012 | $6.6B | $6B | $600.2M | 11 | 200 |
| Apr 2012 | $6.6B | $6B | $600.2M | 11 | 200 |
| Mar 2012 | $6.6B | $6B | $600.2M | 11 | 200 |
| Jul 2011 | $6.9B | $6.9B | $17.1M | -- | -- |
| Apr 2011 | $6.9B | $6.9B | $17.1M | -- | -- |
| Mar 2011 | $6.9B | $6.9B | $17.1M | -- | -- |
| Nov 2010 | $7.6B | $7.6B | $32.7M | -- | -- |
| May 2010 | $7.6B | $7.6B | $32.7M | -- | -- |
| Jan 2010 | $7.6B | $7.6B | $32.7M | -- | -- |
| Mar 2009 | $7.1B | $7B | $48.8M | -- | -- |
| Jan 2008 | $7.1B | $7.1B | $0 | -- | -- |
| Oct 2007 | $7.5B | $7.5B | $0 | -- | -- |
| Sep 2007 | $7.5B | $7.5B | $0 | -- | -- |
| May 2007 | $7.5B | $7.5B | $0 | -- | -- |
| Jan 2007 | $7.5B | $7.5B | $0 | -- | -- |
| Jan 2007 | $7.5B | $7.5B | $0 | -- | -- |
| Sep 2005 | $5.8B | $5.8B | $0 | -- | -- |
| Jan 2005 | $5.6B | $5.6B | $0 | -- | -- |
| Sep 2004 | $5.7B | $5.7B | $0 | -- | -- |
| May 2004 | $5.3B | $5.3B | $0 | -- | -- |
| Jan 2004 | $4.9B | $4.9B | $0 | -- | -- |
| Apr 2002 | $6.1B | $6.1B | $0 | -- | -- |
DateJun 2025
Total AUM$26B
Discretionary$26B
Non-Disc.$0
Employees31
Clients5
DateMar 2025
Total AUM$26B
Discretionary$26B
Non-Disc.$0
Employees31
Clients5
DateApr 2024
Total AUM$25.9B
Discretionary$25.9B
Non-Disc.$759
Employees29
Clients5
DateMar 2024
Total AUM$25.9B
Discretionary$25.9B
Non-Disc.$759
Employees29
Clients5
DateOct 2023
Total AUM$22.5B
Discretionary$22.4B
Non-Disc.$145.7M
Employees27
Clients5
DateMar 2023
Total AUM$22.5B
Discretionary$22.4B
Non-Disc.$145.7M
Employees27
Clients5
DateFeb 2023
Total AUM$24.1B
Discretionary$24.1B
Non-Disc.$0
Employees27
Clients5
DateMar 2022
Total AUM$24.1B
Discretionary$24.1B
Non-Disc.$0
Employees27
Clients5
DateMar 2021
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$0
Employees27
Clients5
DateJul 2020
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees27
Clients6
DateMar 2020
Total AUM$12.7B
Discretionary$12.7B
Non-Disc.$0
Employees27
Clients6
DateMar 2019
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients6
DateMar 2018
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees26
Clients7
DateJul 2017
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees28
Clients100
DateMar 2017
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees28
Clients100
DateNov 2016
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees28
Clients100
DateSep 2016
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees28
Clients100
DateMar 2016
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees28
Clients100
DateMar 2015
Total AUM$11.5B
Discretionary$9B
Non-Disc.$2.5B
Employees23
Clients100
DateNov 2014
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$100M
Employees24
Clients100
DateMar 2014
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$100M
Employees24
Clients100
DateApr 2013
Total AUM$7B
Discretionary$6.4B
Non-Disc.$600.2M
Employees25
Clients200
DateApr 2012
Total AUM$6.6B
Discretionary$6B
Non-Disc.$600.2M
Employees11
Clients200
DateApr 2012
Total AUM$6.6B
Discretionary$6B
Non-Disc.$600.2M
Employees11
Clients200
DateMar 2012
Total AUM$6.6B
Discretionary$6B
Non-Disc.$600.2M
Employees11
Clients200
DateJul 2011
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$17.1M
Employees--
Clients--
DateApr 2011
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$17.1M
Employees--
Clients--
DateMar 2011
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$17.1M
Employees--
Clients--
DateNov 2010
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$32.7M
Employees--
Clients--
DateMay 2010
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$32.7M
Employees--
Clients--
DateJan 2010
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$32.7M
Employees--
Clients--
DateMar 2009
Total AUM$7.1B
Discretionary$7B
Non-Disc.$48.8M
Employees--
Clients--
DateJan 2008
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2004
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees--
Clients--