ADVANCED CAPITAL GROUP
ADVANCED CAPITAL GROUP, INC. Legal Name
Adviser information for ADVANCED CAPITAL GROUP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 119 | $1.3B |
| Non-Discretionary | 222 | $24.6B |
| Total | 341 | $25.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 79 | $27.8M |
| HNW Individuals | 48 | $1.7B |
| Banking or thrift institutions | <5 | $107.5M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 148 | $22.2B |
| Charitable organizations | 5 | $105.9M |
| State or municipal gov entities | 30 | $1.1B |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $238.5M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 28 | $432.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-65944 |
|---|---|
| SEC ERA File Number | 801-65944 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109673 |
| Legal Entity Identifier | None |
Principal Office
50 SOUTH SIXTH STREETSUITE 975
MINNEAPOLIS
MN
United States
Monday - Friday, 8AM - 5PM
Tel: 612-230-3000, Fax: 612-230-3019
Websites
www.linkedin.com/company/advanced-capital-group
www.acgbiz.com
www.facebook.com/advancedcapitalgroup
www.instagram.com/advancedcapitalgroup/
twitter.com/acgbiz
www.thwellacg.work
www.thwellbullard.work
www.thwellfda.work
www.thwelliada.work
www.thwelllarkinhoffman.work
www.thwellman.work
www.thwellfdlrez.work
www.thwellmankato.work
www.thwellradman.work
www.thwellmb.work
www.thwellnilanjohnson.work
www.thwellopus.work
www.thwellpecsolutions.work
www.thwellplhs.work
www.thwellsmbsc.work
www.thwellssh.work
www.thwellucare.work
www.thwellusb.work
advancedcapitalgroup.wixsite.com/johnsonbrothers
advancedcapitalgroup.wixsite.com/vaniwaarden
advancedcapitalgroup.wixsite.com/sunwest
advancedcapitalgroup.wixsite.com/fish
advancedcapitalgroup.wixsite.com/maslon
advancedcapitalgroup.wixsite.com/premierobgyn
Chief Compliance Officer
DAN SCHROEDER
PRINCIPAL
50 SOUTH SIXTH STREET
SUITE 975
MINNEAPOLIS
MN
United States
Tel:
612-230-3000
Fax:
612-230-3019
D*********@*********M
(Full email address available in API data)
Regulatory Contact
CHARLES LANGOWSKI
PRINCIPAL
50 SOUTH SIXTH STREET
SUITE 975
MINNEAPOLIS
MN
United States
Tel:
612-230-3008
Fax:
612-230-3019
C*******@*********M
(Full email address available in API data)
Industry Affiliates
| ACGBRC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANGOWSKI, CHARLES, LEE | Individual | – | CHIEF EXECUTIVE OFFICER | 11/1998 | 25-50% |
| DORSEY, JUSTIN | Individual | – | PRINCIPAL | 01/2002 | 25-50% |
| LARSON, PATRICK, W | Individual | – | CHIEF INVESTMENT OFFICER | 09/2007 | 25-50% |
| SCHROEDER, DANIEL, DEAN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2007 | 10-25% |