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Insights

Specialized Investment Expertise Capital Advisors Group's focus on institutional cash investments, risk management, and debt finance consulting presents opportunities to offer complementary financial products and services tailored to institutional clients seeking sophisticated investment solutions.

Regional Presence With multiple U.S. regional offices and headquarters in Boston, the firm is well-positioned to expand its network of institutional clients, creating opportunities for localized financial technology tools and advisory services that can enhance their investment strategies.

Client Diversity Serving a broad client base from startups to Fortune 100 companies indicates a need for scalable, customized financial tools and insights that can cater to diverse liquidity and risk management requirements.

Recent Leadership Growth Hiring senior executives such as Gretchen Yuan and Stefan Spazek signals ongoing strategic expansion, providing a chance to introduce innovative financial solutions and consulting services aimed at high-level decision-makers.

Technology Integration Utilizing advanced digital assets like Google Ads, Maps, and APIs, the company demonstrates openness to adopting new technological tools, offering opportunities to introduce cutting-edge fintech solutions to improve operational efficiency and data analytics.

Capital Advisors Group, Inc. Tech Stack

Capital Advisors Group, Inc. uses 8 technology products and services including Google Ads Conversion Tracking, Google Fonts API, jQuery Migrate, and more. Explore Capital Advisors Group, Inc.'s tech stack below.

  • Google Ads Conversion Tracking
    Analytics
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • Google
    Search Engines
  • Animate.css
    UI Frameworks

Capital Advisors Group, Inc.'s Email Address Formats

Capital Advisors Group, Inc. uses at least 1 format(s):
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

Where is Capital Advisors Group, Inc.'s headquarters located?

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s main headquarters is located at 1 Federal Street Suite 2200 Boston, Massachusetts 02110 United States. The company has employees across 2 continents, including North AmericaSouth America.

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 March 2026, Capital Advisors Group, Inc.'s annual revenue is estimated to be $2.5M.

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

Minus sign iconPlus sign iconCapital Advisors Group, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of March 2026, Capital Advisors Group, Inc. has approximately 42 employees across 2 continents, including North AmericaSouth America. Key team members include Ceo: B. C.Chief Executive Officer: M. R.Chief Executive Officer: M. N.. 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 Conversion TrackingGoogle Fonts APIjQuery MigratejQueryGoogle MapsMicrosoftGoogleAnimate.css.

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.

Financial ServicesMassachusetts, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
1 Federal Street Suite 2200 Boston, Massachusetts 02110 United States
Phone number
+1-617-630-****
Website
capitaladvisors.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Capital Advisors Group, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Capital Advisors Group, Inc.'s revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    B. C.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. N.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. B.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Vice President - Business Development
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    H. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. N.
    Chief Executive Officer
    Phone icon
    Mobile Phone

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