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).

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 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 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
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 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 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 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 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 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.

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