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Insights

Institutional Focus Independent SEC-registered investment advisor with a client base spanning venture-backed startups to Fortune 100 firms, indicating ample cross-sell potential across capital management, risk, and debt finance consulting services.

Cash and Debt Expertise Core offerings centered on institutional cash investments, risk management, and debt finance consulting create sales opportunities with finance teams seeking liquidity optimization, counterparty risk analysis, and debt advisory.

Custom Solutions Experience with customized separately managed accounts (SMAs) and bespoke liquidity/risk solutions suggests potential to add value for mid to large corporates and VC-backed portfolios seeking tailored investment guidelines.

Regional Presence Headquartered in Boston with multiple U.S. regional offices, enabling targeted outreach to regional enterprises and capital markets teams across major markets for expansions and service expansion.

Technology Enablement Tech stack including Salesforce, Google Cloud, Pardot, and digital advertising indicates readiness for scalable client acquisition, onboarding, and risk analytics enablement—propose complementary data, workflow, or integration partnerships.

Similar companies to Capital Advisors Group, Inc.

Capital Advisors Group, Inc. Tech Stack

Capital Advisors Group, Inc. uses 8 technology products and services including Google Ads, CookieYes, Salesforce, and more. Explore Capital Advisors Group, Inc.'s tech stack below.

Capital Advisors Group, Inc.'s Email Address Formats

Capital Advisors Group, Inc. uses at least 4 email formats:
Capital Advisors Group, Inc. Email FormatsExamplePercentage
FLast@capitaladvisors.comJDoe@capitaladvisors.com
95%
First.Last@capitaladvisors.comJohn.Doe@capitaladvisors.com
2%
First-Last@capitaladvisors.comJohn-Doe@capitaladvisors.com
1%
F-Last@capitaladvisors.comJ-Doe@capitaladvisors.com
2%

Frequently Asked Questions

What is Capital Advisors Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Capital Advisors Group, Inc.'s main corporate office by phone at
+1-617-630-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Advisors Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s official website is capitaladvisors.com and has social profiles on LinkedIn.

How much revenue does Capital Advisors Group, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Capital Advisors Group, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Capital Advisors Group, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Capital Advisors Group, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Capital Advisors Group, Inc. has approximately 41 employees across 2 continents, including North America and South America. Key team members include Chief Executive Officer: M. R., Chief Executive Officer: M. N. and Chief Investment Officer: F. B. Explore Capital Advisors Group, Inc.'s employee directory with LeadIQ.

What industry does Capital Advisors Group, Inc. belong to?

Minus sign iconPlus sign iconCapital Advisors Group, Inc. operates in the Financial Services industry.

What technology does Capital Advisors Group, Inc. use?

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s tech stack includes Google Ads, CookieYes, Salesforce, Shopify, Microsoft 365, Auth0, Google Cloud and Pardot.

What is Capital Advisors Group, Inc.'s email format?

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s email format typically follows the pattern of FLast@capitaladvisors.com. Find more Capital Advisors Group, Inc. email formats with LeadIQ.

When was Capital Advisors Group, Inc. founded?

Minus sign iconPlus sign iconCapital Advisors Group, Inc. was founded in 1991.
Capital Advisors Group, Inc. logo

Capital Advisors Group, Inc.

Financial ServicesMassachusetts, United States11-50 Employees

Capital Advisors Group, Inc. is an independent, SEC-registered investment adviser in the Financial Services industry. Headquartered in metropolitan Boston, Massachusetts, the firm maintains multiple U.S. regional offices. It specializes in institutional cash investments, risk management, and debt finance consulting, serving clients ranging from venture-capital-backed startups and emerging growth companies to Fortune 100 firms. With more than 25 years of experience across varied interest rate cycles, the firm emphasizes research-driven investment strategies and tailored solutions, including customized separately managed accounts designed to protect principal while seeking risk-adjusted returns within each client’s liquidity guidelines. The firm also provides FundIQ money market fund research, CounterpartyIQ counterparty analysis, risk assessment on short-term fixed-income securities and portfolios, and independent debt finance consulting services. Revenue is reported in the range of $25 million to $50 million.

Section iconCompany Overview

Phone number
+1-617-630-****
Website
capitaladvisors.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

    Capital Advisors Group, Inc.'s revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Chief Executive Officer at Capital Advisors Group, Inc.
    M. R.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Capital Advisors Group, Inc.
    M. N.
    Chief Executive Officer
    Mobile Phone
  • Chief Investment Officer at Capital Advisors Group, Inc.
    F. B.
    Chief Investment Officer
    Mobile Phone
  • Vice President - Business Development at Capital Advisors Group, Inc.
    A. H.
    Vice President - Business Development
    Mobile Phone
  • Chairman, President And Chief Executive Officer at Capital Advisors Group, Inc.
    A. S.
    Chairman, President And Chief Executive Officer
    Mobile Phone

Employee Directory

  • Partner at Capital Advisors Group, Inc.
    J. B.
    Partner
    Mobile Phone
  • Partner at Capital Advisors Group, Inc.
    K. D.
    Partner
    Mobile Phone
  • Chief Executive Officer at Capital Advisors Group, Inc.
    M. R.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Capital Advisors Group, Inc.
    M. N.
    Chief Executive Officer
    Mobile Phone
  • Senior Vice President Chief Investment Officer at Capital Advisors Group, Inc.
    M. M.
    Senior Vice President Chief Investment Officer
    Mobile Phone

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