Benjamin Campbell has been CEO of Capital Advisors Group since June 1991, is a control person of the firm and directly owns under 5% of it. Benjamin Campbell holds a B.S. in business management from Ithaca College.
Capital Advisors Group, Inc is a Boston, MA firm with $23B under management, 236 clients and 20 advisers across 3 offices, as of its March 2026 filing.
Benjamin Campbell is CEO and Founder of Capital Advisors Group. He has more than 30 years of experience in the securities and banking industries. Campbell plays an active role in the firm's overall business strategy and in overseeing its investment portfolios, product development and client relationship management, and also acts as Chief Investment Officer. Before founding the firm, he was a Vice President in the money market center at The Boston Company and held various positions at Fidelity Investments.
- Capital Advisors Group, IncCurrent– present · 26 yearsNewton, MA · Adviser representative · Firm CRD 112000
Investment adviser representative registrations
Benjamin Campbell is registered as an investment adviser representative in Massachusetts, since February 2000.
- MassachusettsSince 24 February 2000
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 1992 |
| Series 7 | General Securities Representative Examination | 16 June 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Benjamin Klopp Campbell
- CRD
- 1160233
- Firm
- Capital Advisors Group · CRD 112000
- Role
- CEO
- Office
- CHATHAM CENTER, 29 CRAFTS STREET, Newton, MA 01770
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capitaladvisors.com
Where does Benjamin Campbell work?
Benjamin Campbell has been CEO of Capital Advisors Group, Inc since June 1991, and is a control person of the firm.
Is Benjamin Campbell a financial advisor?
Yes. Benjamin Campbell has a current investment-adviser registration in Massachusetts, through Capital Advisors Group since February 2000.
How many years of experience does Benjamin Campbell have?
Benjamin Campbell has 26 years in the financial industry, since February 2000, across 1 adviser firm.
What exams has Benjamin Campbell passed?
Benjamin Campbell has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in August 1983.
Where is Benjamin Campbell based?
Benjamin Campbell’s registered office is in Newton, MA.
Is Benjamin Campbell registered with FINRA?
No. Benjamin Campbell has no current broker registration.
How can I verify Benjamin Campbell’s record?
Search CRD 1160233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Campbell’s full registration record.
