Capital Advisors Group, Inc.

Capital Advisors Group, Inc. (CRD# 112000) is a financial advisory firm headquartered in Newton, MA. They manage $10,126,142,912 in 204 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,126
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $49,637,955
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
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.

CA, MA, NJ, PA

Financial Advisors at Capital Advisors Group, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Richard W. Bowman
CRD#: 5237180
29 Crafts Street, Suite 270, Newton, MA 02458
93
Wealthminder
score

Richard Bowman (CRD# 5237180) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 10 years of experience in the finance industry.

2
Benjamin K. Campbell
CRD#: 1160233
Chatham Center, 29 Crafts Street, Newton, MA 01770
93
Wealthminder
score

Benjamin Campbell (CRD# 1160233) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 33 years of experience in the finance industry.

3
Kleopatra Dakos
CRD#: 5946552
29 Crafts Street, Suite 270, Newton, MA 02458
93
Wealthminder
score

Kleopatra Dakos (CRD# 5946552) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 5 years of experience in the finance industry.

4
Kate E. Ryan
CRD#: 4594136
Chatham Center, 29 Crafts Street, Newton, MA 02458
93
Wealthminder
score

Kate Ryan (CRD# 4594136) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 14 years of experience in the finance industry.

5
Stefan T. Spazek
CRD#: 5508296
29 Crafts Street, Suite 270, Newton, MA 02458
93
Wealthminder
score

Stefan Spazek (CRD# 5508296) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 8 years of experience in the finance industry.

6
Marc B. St. Andre
CRD#: 4594138
Chatham Center, 29 Crafts Street, Newton, MA 02458
93
Wealthminder
score

Marc St. Andre (CRD# 4594138) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 14 years of experience in the finance industry.

7
Siobhan R. Monaghan
CRD#: 4594135
29 Crafts Street, Suite 270, Newton, MA 02458
90
Wealthminder
score

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

8
Lance Pan
CRD#: 4747974
Chatham Center, 29 Crafts Street, Newton, MA 01770
90
Wealthminder
score

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.

9
Matthew J. Morell
CRD#: 6573443
Walnut Creek, CA
87
Wealthminder
score

Matthew Morell (CRD# 6573443) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.

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