Capital Advisors Group, Inc.

Capital Advisors Group, Inc. (CRD# 112000) is a financial advisory firm headquartered in Newton, MA. They manage $24,081,825,908 in 151 accounts and serve the financial needs of clients across 6 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
    24,082
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $159,482,291
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
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, MD, NJ, NY, PA

Financial Advisors at Capital Advisors Group, Inc.
Showing 1 - 8 of 8 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 38 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 Newton MA
Matthew R. Paniati
CRD#: 6690046
29 Crafts Street, Suite 270, Newton, MA 02458

Matthew Paniati (CRD# 6690046) 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.

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 20 years of experience in the finance industry.

6
Danielle Silva, financial advisor Newton MA
Danielle J. Silva
CRD#: 6700622
29 Crafts Street, Suite 270, Newton, MA 02458

Danielle Silva (CRD# 6700622) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 3 years of experience in the finance industry.

7
Stefan Spazek, financial advisor Newton MA
Stefan T. Spazek
CRD#: 5508296
29 Crafts Street, Suite 270, Newton, MA 02458

Stefan Spazek (CRD# 5508296) 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.

8
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 20 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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