ADVANCED CAPITAL GROUP

RIASEC RegisteredEst. 2006

Total AUM

$30B

Discretionary

$1.7B

6% of AUM

Avg account

$81.9M

Accounts

366

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 109673
Registered since: January 31, 2006
Website: www.acgbiz.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans86.39%
HNWI6.53%
State / Municipal Government4.01%
Corporations / Businesses1.41%
Insurance Companies0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advanced Capital Group is a corporate registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines financial planning, portfolio management for individuals and businesses, pension consulting and manager selection, and offers educational seminars and workshops. Its business model supports fee-for-service arrangements including percentage-of-AUM, hourly and fixed-fee engagements, and the firm operates with affiliated broker-dealer and insurance company relationships that feed into its advisory offerings. Investment activity is weighted toward pooled public vehicles and third-party manager relationships rather than direct-stock concentrated strategies. The firm is not an active ESG investor and reports being a pension consultant to plan sponsors. Advanced Capital Group was registered with the SEC in 2006 and was recognized on FA Magazine’s Top RIA Firms list in 2020.