CAPITAL ADVISORS GROUP, INC of BOSTON, MA is an SEC-registered investment adviser (CRD 112000). Regulatory assets under management: $23.0B.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: High net worth, Pooled vehicles, Corporations, Other.
| 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 | — |