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CAPITAL ADVISORS GROUP, INC.

EIN 22-3095587-financial services-Latest filing 2025
Plans
1
Retirement
1
$18.0M assets
Welfare
0
Participants
39
1 FEDERAL ST STE 2200 - BOSTON, MA 02110617-630-8100capitaladvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$18.0M - 39 part

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Retirement#001

CAPITAL ADVISORS GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$18.0M
Participants39
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL ADVISORS GROUP 401(K) PROFIT SHARING PLAN401k$18.0M392025
Retirement plans
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