CAPITAL ADVISORS GROUP, INC
SEC RegisteredInsight. Independence. Focus.
About the firm
Capital Advisors Group is an independent SEC-registered investment advisor founded more than 33 years ago. The firm provides institutional cash management and debt finance consulting services, built on tailored offerings, a conservative approach, and a people-first service model.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional cash management through separately managed accounts seeking to protect principal, deliver liquidity, and maximize risk-adjusted returns; and debt finance consulting for emerging-growth companies on debt transactions ranging from $10M to $300M+.
Who they serve
CEOs, CFOs, treasury teams, founders, and organizations including emerging-growth companies seeking cash investment solutions or debt financing.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $18M |
| State/Municipal Entities | 3 | — |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.