CAPITAL ADVISORS GROUP, INC

1 Federal Street
Suite 2200
Boston, Massachusetts 02110
Tel: 617-630-8100

About CAPITAL ADVISORS GROUP, INC

CAPITAL ADVISORS GROUP, INC, formally registered with the SEC as CAPITAL ADVISORS GROUP, INC. The firm was established in 05/24/2001. They have over 4 offices throughout the country.

CAPITAL ADVISORS GROUP, INC is a Boston, Massachusetts based Financial Planning firm with nearly $25,878,690,378 assets under management, offering retirement planning & investment advisory services to 267 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112000
SEC#	801-60262
Assets Managed by Firm	$25,878,690,378
No. of Clients	267
No. of Advisors	29

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (A MINIMUM FEE OF UP TO $625.00 PER QUARTER MAY BE CHARGED.)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops
Other (SECURITIES AND MONEY MARKET FUND CONSULTING AND RESEARCH.)

Firm Client Information

	No. of Clients	AUM
Firm Total	267	$25,878,690,378
High net worth individuals	5	$66,042,999
Charitable organizations	3	$83,070,458
Corporations or other businesses	154	$25,729,576,921

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