Capital Advisors Group, Inc
Capital Advisors Group, Inc. is an SEC-registered investment adviser specializing in discretionary investment management services for institutional investors and high net worth individuals. Established in 1991 and incorporated in Delaware in 2013, the firm manages approximately $26 billion in assets as of December 31, 2024. Clients receive tailored investment strategies based on proprietary research, focusing on short-term, high-quality fixed income instruments. Fees range from 0.01% to 0.15% annually, calculated based on account size and complexity. The firm may charge a minimum fee of up to $625 per quarter. Clients have investment discretion, with the firm generally having trading authority. Capital Advisors Group offers ESG and Impact strategies, utilizing third-party ESG data and a dealer selection process for diversity. The firm's investment committee determines strategies, while the credit committee approves credits. Clients receive monthly statements and have access to custom reports. The firm does not engage in client referral compensation and urges clients to review custodial statements. Capital Advisors Group exercises discretionary authority in selecting securities for client accounts, ensuring alignment with investment objectives. The firm has no financial commitments impairing its ability to meet client obligations.
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