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Stephen Salemi, portrait

Stephen Salemi

President & Chief Operating Officer at Capital Advisors Group

Firm officerUpdated

Stephen Salemi has been President & Chief Operating Officer of Capital Advisors Group, Inc, a Boston, MA investment adviser managing $23B, since March 2015.

11
Years in role
$23B
Firm AUM
236
Firm clients
20
Firm advisers

From Form ADV filed 29 March 2026Form ADV

Career

Stephen Salemi is a control person of Capital Advisors Group and directly owns between 5% and 10% of it. Stephen Salemi holds a B.A. in government with a minor in economics from Dartmouth College.

Capital Advisors Group is an investment adviser based in Boston, MA, registered with the SEC since 2001. It provides investment management. Its clients include corporations and other businesses, charitable organizations, and high-net-worth individuals. Its regulatory assets under management total $23 billion, as filed on 29 March 2026. Its fees, ownership and offices are on the firm’s profile.

Stephen Salemi is President & COO of Capital Advisors Group. He joined the firm in 1997 and, as President, directs the day-to-day operations and strategic development of the firm and supervises its Portfolio Management Department. He also serves on the Investment and Credit committees and on the Board of Directors. Previously he held the title of Head Trader.

Key facts

CRD
5039998
Firm
Capital Advisors Group · CRD 112000
Role
President & Chief Operating Officer
In role since
March 2015 · 11 years
Control person
Yes
Direct ownership
5% to 10%
Firm headquarters
Boston, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Stephen Salemi work?

Stephen Salemi has been President & Chief Operating Officer of Capital Advisors Group, Inc since March 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 March 2026

How can I verify Stephen Salemi’s record?

Stephen Salemi’s role is listed on Capital Advisors Group, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112000.

Source: Form ADV, Schedule A, filed 29 March 2026

Leadership at Capital Advisors Group

Sources

  1. IAPD individual lookup, CRD 5039998, checked 18 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Capital Advisors Group, Inc, filed 29 March 2026. Title, control and ownership bands.
  3. Capital Advisors Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.