Capital Advisors Group, Inc. is an independent SEC-registered investment advisor specializing in institutional cash investments, risk management, and debt finance consulting. Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies. Drawing upon more than 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 separately managed accounts (SMAs) that seek to protect principal and maximize risk-adjusted returns within 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 finance consulting services. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.
View Top Employees from Capital Advisors Group, Inc.| Website | http://www.capitaladvisors.com |
| Revenue | $13 million |
| Funding | $350000 |
| Employees | 39 (38 on RocketReach) |
| Founded | 1991 |
| Address | 1 Federal St Suite 2200, Boston, Massachusetts 02110, US |
| Phone | (617) 630-8100 |
| Fax | (617) 630-0023 |
| Technologies |
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| Industry | Financial Services, Finance General, Consulting, Separate Account Management, Finance, Money Market Fund Research, Risk Management, Credit/Risk Management Oversight, Early-Stage Term Debt Consulting, Counterparty Risk Management |
| Web Rank | 7 Million |
| Keywords | What Should Central Bank Do In Case Of Inverted Yield Curve, Commercial Paper And Investor Confidence, Net Interest Margins Yield Curve Flatten, Why Did The Yield Curve Inverted In 2006, Flow Of Funds Commercial Paper |
| Competitors | ASB Capital Management, Alesco Advisors LLC, Condor Capital Wealth Management, HORAN, Upwelling Capital Group |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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Capital Advisors Group, Inc. Questions
The Capital Advisors Group, Inc. annual revenue was $13 million in 2024.
38 people are employed at Capital Advisors Group, Inc..
Capital Advisors Group, Inc. is based in Boston, Massachusetts.
The NAICS codes for Capital Advisors Group, Inc. are [52, 5231, 5239, 523, 52393].
The SIC codes for Capital Advisors Group, Inc. are [62, 628].
Top Capital Advisors Group, Inc. Employees
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15
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ViewLance Pan
Director of Investment Research and Strategy at Capital Advisors Group, Inc.
Boston, Massachusetts, United States15+ -
43
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ViewMarc Eiskowitz
Vice President Of Business Development at Capital Advisors Group, Inc.
San Francisco, CA, US22 -
23
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23
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21
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45
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