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).

Current Firm Details
29 Crafts Street, Suite 270, Newton, MA 02458
http://www.capitaladvisors.com
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 Bowman, financial advisor Newton MA
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 11 years of experience in the finance industry.

2
Benjamin Campbell, financial advisor Newton MA
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, financial advisor Newton MA
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 6 years of experience in the finance industry.

4
Kate Ryan, financial advisor Newton MA
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 15 years of experience in the finance industry.

5
Stefan Spazek, financial advisor Newton MA
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 9 years of experience in the finance industry.

6
Marc St. Andre, financial advisor Newton MA
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 15 years of experience in the finance industry.

7
Siobhan Monaghan, financial advisor Newton MA
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, financial advisor Newton MA
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 Morell, financial advisor Walnut Creek CA
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.

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.

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