Capital Advisors Group, INC
Assets Under Management
$26.0B
Number of Clients
200
Number of Advisors
7
Average Client AUM
$130.1M
AUM per Advisor
$3.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Advisors Group offers discretionary investment management services, mainly to institutional investors and occasionally to high-net-worth individuals. They invest in short-term, high-quality, fixed-income instruments. Services are tailored to individual client needs and may include ESG and Impact considerations. The firm also provides access to a proprietary web-based platform for counterparty risk assessment to certain clients.
Fee Structure
Capital Advisors Group charges discretionary investment management clients a fee between 0.01% and 0.15% per year, depending on account size, investment strategy, and portfolio complexity. Fees are calculated monthly based on the account's market value and are payable monthly in arrears. A minimum fee of up to $625 per quarter may be assessed. Investment management fees relating to deposit programs typically consist of portions of the interest received by the accounts and are set by a sub-adviser.
Areas of Practice
Location
1 Federal Street, Suite 2200, Boston, MA, 02110