Capital Advisors Group, Inc

Overview

Capital Advisors Group, Inc. is a corporation operating as an institutional registered investment adviser since 2001. The firm serves both individual and family clients as well as institutional accounts, and its advisory services include portfolio management for individuals/small businesses and for businesses or institutions, plus the publication of periodicals or newsletters and the delivery of educational seminars and workshops. The firm is registered to sell other financial products and employs a mix of fee arrangements—percentage of AUM, fixed fees, performance-based fees and other structures. Capital Advisors Group identifies as an active ESG investor. The adviser is not positioned as a capital allocator; instead it relies on third-party external managers for alternative exposures. Filings indicate industry affiliations that include acting as a law firm and sponsor, and serving as general partner/managing member of pooled investment vehicles, which suggests the firm may occasionally participate in sponsor or GP roles for pooled investments while primarily outsourcing alternative management.

Assets & Accounts

Investments & Alternatives