MINNEAPOLIS, MNCRD 109673Latest ADV March 20, 2026
Advanced Capital Group is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 20, 2026, reports $30.0B in regulatory assets under management, 22 employees, 1 office, and 366 accounts.
Assets Under Management
$30.0B
Employees
22
Offices
1 office
Total Clients
366
Primary office
MINNEAPOLIS, MN
50 SOUTH SIXTH STREET, SUITE 975, MINNEAPOLIS, MN, United States
Top client segmentPension Plans represent 45.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
45.4%
166
2
Individuals
23.8%
87
3
HNWI
13.9%
51
4
Government
8.5%
31
5
Corporations
6.6%
24
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30.0Bas of March 20, 2026
Discretionary5.7%
$1.7B
6% of total RAUM5.7%
Non-discretionary94.3%
$28.3B
94% of total RAUM94.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$30.0B
Total Accounts366
10Y AUM Change+$13.6B (+83.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee17:1
10Y Employee Change-3 (-12.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.