# CAPITAL ADVISORS GROUP, INC

CAPITAL ADVISORS GROUP, INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 112000
- Type: SEC-registered investment adviser
- SEC file number: 801-60262
- Location: 1 FEDERAL STREET, BOSTON, MA, 02110
- Phone: 617-630-8100
- Latest filing: 2026-03-29
- Regulatory AUM: $23.0B
- Discretionary AUM: $23.0B
- Clients: 33
- Accounts: 236

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: High net worth, Pooled vehicles, Corporations, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin Klopp Campbell | CEO; TRUSTEE | — |
| Stephen Richard Salemi | PRESIDENT & CHIEF OPERATING OFFICER | — |
| Kari Elizabeth Toney | CHIEF COMPLIANCE OFFICER | — |
| POTTER DEBORAH ANN | VICE PRESIDENT | — |
| CAMPBELL BENJAMIN KLOPP | CEO; PRESIDENT; PRESIDENT/CEO (+3 more) | — |
| KENNEDY CHRISTOPHER CLARENCE | EXECUTIVE VICE PRESIDENT; OWNER; OWNER, BOARD MEMBER (+1 more) | — |
| SALEMI STEPHEN RICHARD | CHIEF OPERATING OFFICER; PRESIDENT & CHIEF OPERATING OFFICER | — |
| TONEY KARI ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| HOGAN MARK LAWRENCE | DIRECTOR | — |
| JACOBSON JULIA BIRD | CHIEF COMPLIANCE OFFICE/CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Karyn Webb Campbell | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112000/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112000/similar
- Related entities: https://search.stillhousedata.com/firm/112000/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112000

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.