Wealth Manager
    SEC Registered
    Manages Private Funds

    Advanced Capital Group

    Registered investment advisor · Minneapolis, Minnesota · CRD #109673

    Assets Under Management
    $30B
    Client Accounts
    366
    Employees
    22
    CRD Number
    109673
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Advanced Capital Group

    Advanced Capital Group is an award-winning investment advisory firm based in Minneapolis, MN, offering asset management, retirement plans, and financial wellness services. Founded in 1998, it employs a proactive approach to enhance financial results for clients. The firm has 11-50 employees and is a Registered Investment Advisor (RIA).

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Advanced Capital Group

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    Frequently Asked Questions

    What is Advanced Capital Group's AUM?

    Advanced Capital Group reports approximately $30B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Advanced Capital Group headquartered?

    Advanced Capital Group is headquartered in Minneapolis, Minnesota.

    What is Advanced Capital Group's CRD number?

    Advanced Capital Group's CRD number is 109673. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Advanced Capital Group manage?

    Advanced Capital Group manages approximately 366 client accounts according to its latest SEC filing.

    Is Advanced Capital Group SEC registered?

    Yes, Advanced Capital Group is registered with the SEC as an investment adviser with an approved registration status.

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