CA
CAPITAL ADVISORS GROUP, INC
SEC RegisteredBOSTON, MAhttps://capitaladvisors.com617-630-8100
Assets Under Management
$5B–$25B
Employees
33
Office Locations
4 offices
Total Accounts
236
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $18M |
| State/Municipal Entities | 3 | — |
5 total clients reported on Form ADV.
Leadership
Campbell Family 1998 Irrevocable Trust
OWNER
Benjamin Klopp Campbell
CEO
Stephen Richard Salemi
PRESIDENT & CHIEF OPERATING OFFICER
Kari Elizabeth Toney
CHIEF COMPLIANCE OFFICER
Karyn Webb Campbell
TRUSTEE
Benjamin Klopp Campbell
TRUSTEE
Jr. Northrup R. Knox
TRUSTEE
Asa E. Phillips Iii
TRUSTEE
Mark Lawrence Hogan
DIRECTOR
Benjamin K. Campbell Trust Of 2011
OWNER
Office locations
4 offices in 2 states
MA
BOSTONHQ
NJ
FLEMINGTON
NJ
FAIRFIELD
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#112000
SEC Number
801-60262
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based / Other
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
capitaladvisors.comPhone
617-630-8100Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL ADVISORS GROUP, INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.