Capital Advisors Group, Inc. Email Format
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.