Clients
Capital Advisors Group serves 236 clients, 228 of them corporations and other businesses. The average client has about $98 million with the firm, and high-net-worth clients hold 0% of its $23 billion in assets.
- Corporations and other businesses228 clients99%
- OtherHigh-net-worth individuals, Charitable organizations1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $17,879,767 | 0.1% | $3.58M |
| Charitable organizations | 3 | $119,582,398 | 0.5% | $39.9M |
| Corporations and other businesses | 228 | $22,895,365,795 | 99.4% | $100.4M |
| Total | 236 | $23,032,827,960 | 100% | $97.6M |
- Clients
- 5
- Regulatory AUM
- $17,879,767
- Share
- 0.1%
- Avg. per client
- $3.58M
- Clients
- 3
- Regulatory AUM
- $119,582,398
- Share
- 0.5%
- Avg. per client
- $39.9M
- Clients
- 228
- Regulatory AUM
- $22,895,365,795
- Share
- 99.4%
- Avg. per client
- $100.4M
Total
- Clients
- 236
- Regulatory AUM
- $23,032,827,960
- Share
- 100%
- Avg. per client
- $97.6M
What it does
Capital Advisors Group provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars and other activities. It is paid through a percentage of assets, fixed fees, performance-based fees and other arrangements.
Capital Advisors Group provided financial planning to 0 clients last fiscal year and advises no private funds.
100.0% of assets ($23.03B across 236 accounts) are managed with discretion. 8% of clients are outside the U.S., and 5 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds75%
- U.S. government and agency bonds41%
- Investment grade corporate bonds33%
- Sovereign bonds1%
- Cash24%
- Other1%
- Asset backed securities and repurchase agreements1%
Custodians
Capital Advisors Group’s client accounts are held mainly at US Bancorp, with 6% of managed assets. Capital Advisors Group does not have custody of client assets.
- US BancorpUS Bancorp · Cincinnati, OH · $1.27B6%
- All other custodians$21.77B94%
Ownership and leadership
Campbell Family 1998 Irrevocable Trust owns 25% to 50% of Capital Advisors Group.
- Owns 25% to 50% of Capital Advisors Group, Inc
Campbell Family 1998 Irrevocable Trust
Control person · since November 1998
- Owns 25% to 50% of Campbell Family 1998 Irrevocable Trust
Campbell, Karyn, Webb
Control person · since November 1998
- Owns 25% to 50% of Campbell Family 1998 Irrevocable Trust
Knox, JR., Northrup, R.
Control person · since November 1998
- Owns 25% to 50% of Campbell Family 1998 Irrevocable Trust
Phillips III, Asa, E.
Control person · since November 1998
- Owns 25% to 50% of Capital Advisors Group, Inc
Benjamin Campbell
Control person · since December 2011
- Owns 10% to 25% of Capital Advisors Group, Inc
Benjamin K. Campbell Trust of 2011
Control person · since July 2011
- Owns 10% to 25% of Capital Advisors Group, Inc
Campbell Family 2019 Irrevocable Trust
Control person · since December 2019
- Owns 5% to 10% of Capital Advisors Group, Inc
Stephen Salemi
Control person · since March 2015
Leadership
- Stephen SalemiPresident & Chief Operating Officer
- Kari ToneyChief Compliance Officer
- Benjamin CampbellCEO
- Karyn CampbellDirector
Staff
- 33 employees
- 20 in advisory functions
- 6 state-registered reps
Fees
Capital Advisors Group is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other.
Capital Advisors Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Capital Advisors Group has 2 offices, with 3 listed addresses across 2 states.
New Jersey · 2 listed addresses
- 4 Walter Foran BLVD, Flemington
- 330 Passaic Avenue, Fairfield
Massachusetts · 1 listed address
- 1 Federal Street, Suite 2200, BostonHQ
Registration details
- Legal name
- Capital Advisors Group, Inc
- Headquarters
- 1 Federal Street, Suite 2200, Boston, MA 02110
- Phone
- 617-630-8100
- Website
- www.capitaladvisors.com
- SEC file
- 801-60262
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Capital Advisors Group have?
Capital Advisors Group has 236 clients and manages $23 billion for them, as of March 2026. They include 228 corporations and other businesses, 5 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026
What services does Capital Advisors Group offer?
Capital Advisors Group provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Capital Advisors Group use?
Capital Advisors Group’s separately managed account assets are held at US Bancorp (Cincinnati, OH), with $1,267,344,950. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026
How many financial advisors does Capital Advisors Group have?
Capital Advisors Group has 6 investment adviser representatives registered with state securities authorities, out of 33 employees, and 20 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital Advisors Group invest in?
At the end of its last fiscal year, Capital Advisors Group’s separately managed accounts held 41% U.S. government and agency bonds, 33% investment grade corporate bonds, 24% cash and equivalents, 1% sovereign bonds and 1% asset backed securities and repurchase agreements. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capital Advisors Group?
Capital Advisors Group is owned through a trust by Campbell, Karyn, Webb, Knox, JR., Northrup, R. and Phillips III, Asa, E. Its direct owners are Stephen Salemi, Campbell Family 1998 Irrevocable Trust, Benjamin K. Campbell Trust of 2011, Campbell Family 2019 Irrevocable Trust and Benjamin Campbell, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 March 2026
How does Capital Advisors Group get paid?
Capital Advisors Group is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file