Capital Advisors Group, Inc.

Capital Advisors Group, Inc. (CRD# 112000) is a financial advisory firm headquartered in Boston, MA. They manage $25,878,690,378 in 267 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1 Federal Street, Suite 2200, Boston, MA 02110
http://www.capitaladvisors.com
By the Numbers
  • Total Assets Under Management
    25,879
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $96,923,934
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, MD, NJ, NY, PA

Financial Advisors at Capital Advisors Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Benjamin Campbell, financial advisor Newton MA
Benjamin K. Campbell
CRD#: 1160233
Chatham Center, 29 Crafts Street, Newton, MA 01770

Benjamin Campbell (CRD# 1160233) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 40 years of experience in the finance industry.

2
Siobhan Monaghan, financial advisor Toronto
Siobhan R. Monaghan
CRD#: 4594135
Toronto,

Siobhan Monaghan (CRD# 4594135) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Toronto, and has 1 year of experience in the finance industry.

3
Lance Pan, financial advisor Newton MA
Lance Pan
CRD#: 4747974
Chatham Center, 29 Crafts Street, Newton, MA 01770

Lance Pan (CRD# 4747974) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has 1 year of experience in the finance industry.

4
Matthew Paniati, financial advisor Boston MA
Matthew R. Paniati
CRD#: 6690046
1 Federal Street, Suite 2200, Boston, MA 02110

Matthew Paniati (CRD# 6690046) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Boston, MA and has over 7 years of experience in the finance industry.

5
Kate Ryan, financial advisor Newton MA
Kate E. Ryan
CRD#: 4594136
Chatham Center, 29 Crafts Street, Newton, MA 02458

Kate Ryan (CRD# 4594136) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 22 years of experience in the finance industry.

6
Stefan Spazek, financial advisor Boston MA
Stefan T. Spazek
CRD#: 5508296
1 Federal Street, Suite 2200, Boston, MA 02110

Stefan Spazek (CRD# 5508296) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Boston, MA and has over 16 years of experience in the finance industry.

7
Marc St. Andre, financial advisor Newton MA
Marc B. St. Andre
CRD#: 4594138
Chatham Center, 29 Crafts Street, Newton, MA 02458

Marc St. Andre (CRD# 4594138) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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