CAPITAL ADVISORS GROUP

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Capital Advisors Group, Inc., is an independent investment advisor specializing in institutional cash investments, risk management, and debt financing. Drawing upon almost a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Capital Advisors Group manages customized separate accounts that seek to protect principal and maximize risk adjusted returns wit... hin the context of each client’s investment guidelines and specific liquidity needs. Capital Advisors Group also provides FundIQ® money market fund research, CounterpartyIQ® aggregation and credit analysis of counterparty exposures, risk assessment on short-term fixed income securities and portfolios, and independent debt financing consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.

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CAPITAL ADVISORS GROUP

Industry:
Consulting Financial Services Risk Management

Founded:
1991-01-01

Status:
Active

Contact:
(617) 630-0023

Email Addresses:
[email protected]

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Current Advisors List

rob-barlow_image

Rob Barlow Strategic Advisor @ Capital Advisors Group
Advisor
2020-06-19

Current Employees Featured

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Benjamin Campbell
Benjamin Campbell CEO @ Capital Advisors Group
CEO
1991-02-01

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Lance Pan
Lance Pan Director of Investment Research & Strategy @ Capital Advisors Group
Director of Investment Research & Strategy
2003-03-01

stefan-spazek_image

Stefan Spazek
Stefan Spazek Executive Vice President - Director of Debt Placement @ Capital Advisors Group
Executive Vice President - Director of Debt Placement
2018-04-01

raymond-facinelli_image

Raymond Facinelli
Raymond Facinelli Executive Vice President - Director of Business Development @ Capital Advisors Group
Executive Vice President - Director of Business Development
2018-04-01

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Anthony Cucinotta
Anthony Cucinotta Head of Trading @ Capital Advisors Group
Head of Trading
2004-01-01

Founder


benjamin-campbell_image

Benjamin Campbell

Investments List

Date Company Article Money raised
2021-11-22 Sleepy Owl Coffee Capital Advisors Group investment in Series A - Sleepy Owl Coffee 6.5 M USD
2015-09-22 Rubique Capital Advisors Group investment in Series A - Rubique 3 M USD
2012-06-25 Technori Capital Advisors Group investment in Seed Round - Technori 275 K USD

Newest Events participated

agc-partners-2018-information-security-broader-technology-growth-conference_event_image Participated in AGC Partners’ 2018 Information Security & Broader Technology Growth Conference on 2018-04-16 as sponsor

agc-13th-annual-west-coast-technology-conference_event_image Participated in AGC 13th Annual West Coast Technology Conference on 2017-02-13 as sponsor

More informations about "Capital Advisors Group"

Our Story - Capital Advisors Group

Capital Advisors Group is an independent SEC-registered investment advisor that is focused on helping you build the strong financial foundation you need for sustained growth and long-term success.See details»

About Us | Capital Group

Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group, a global investment management firm originated in Los Angeles, California in 1931. All above …See details»

What Makes Us Different - Capital Group

We are a privately owned, independent investment manager with global scale whose sole business is improving lives through successful investing. We were founded in 1931 with an emphasis on fundamental research and doing what's …See details»

Our People - Capital Group

From Toronto to Geneva, California to Singapore, more than 9,000 Capital Group associates are committed to a singular mission: helping people go from dreaming to doing. Our management committee guides our organization, setting its …See details»

Capital Advisors Group Review 2024 - investor.com

Oct 16, 2024 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do …See details»

Canada - Capital Group

Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group, a global investment management firm originating in Los Angeles, …See details»

Capital Advisors Group, Inc. | LinkedIn

Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients …See details»

Institutional Cash Management | Capital Advisors Group

We partner with CEOs, CFOs, treasury teams, and founders at organizations of all sizes. Capital Advisors Group was founded 33 years ago to provide customized cash investment solutions …See details»

Capital Advisors Group - Crunchbase Investor Profile

Capital Advisors Group is an independent investment advisor specializing in institutional cash investments, risk management. Capital Advisors Group invests in seed to early-stage companies in the brewing, coffee, and delivery sectors, …See details»

Capital Advisors Group - Contacts, Employees, Board ... - Crunchbase

Capital Advisors Group is an independent investment advisor specializing in institutional cash investments, risk management.See details»

Independent And Private | Capital Group

Since our founding in 1931, we have been an independent and private company with a singular focus on investment management and doing what’s best for investors.See details»

Investments | Capital Group

We offer a range of mutual funds that are grounded in fundamental research and emphasize long-term results. Our suite of objective-oriented, active ETFs is designed to add long-term strength …See details»

Ben Campbell, CEO | Capital Investment Advisors

Additionally, from 1999-2008 he served on the Finance Committee and was a Co-Chair of the Investment Sub-Committee of Ducks Unlimited, Inc., one of the country’s largest conservation …See details»

Investment Management & Ops Team | Capital Advisors Group

Capital Advisors Group has built a seasoned team of professionals with decades of experience in investment management. Senior members of our investment and operations teams have an …See details»

Effective team structures for financial advisors | Capital Group

Nov 27, 2023 The most successful advisory practices all share a key ingredient: teams that are optimized for success. Whether you work within a large enterprise firm or head a small …See details»

ETF Investing – Solutions and Resources | Capital Group

Capital Group funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capital Group. Capital Group offers global investment services designed for …See details»

Careers - Capital Advisors Group

Capital Advisors Group seeks to provide a positive environment in which employees are encouraged to grow with the firm. Our culture is built upon strong customer service and a …See details»

Naoum Tabet joins Capital Group as Fixed Income Investment …

Oct 2, 2024 Capital International Asset Management (Canada), Inc. is part of Capital Group, a global investment management firm originating in Los Angeles, California. Since 1931, the …See details»

In the News - Capital Advisors Group, Inc. | Insight. Independence.

1 min readSee details»