Be advised. This firm is no longer registered.

Capgroup Advisors

Capgroup Advisors (CRD# 139874) is a financial advisory firm headquartered in Richmond, VA. They manage $1,158,175,940 in 516 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,158
    MILLION
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $2,244,527
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NH, VA

Financial Advisors at Capgroup Advisors
No Advisor Found.
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