Insight. Independence. Focus.

Client Solutions

Cash and a sound capital structure are key to your organization’s success. As an independent SEC-registered investment advisor, Capital Advisors Group will partner with you to help you build the strong financial foundation you need for long-term growth and success.

Cash is the Lifeblood of Any Organization

Our seasoned team of portfolio managers, credit analysts, traders, and operation managers leverage leading-edge technologies to help develop and implement separately managed accounts that seek to:

  1. Protect principal
  2. Deliver liquidity
  3. Maximize risk-adjusted returns

Strategic Debt Can Drive Growth and Innovation

Since 2003, we have worked with emerging-growth companies to help obtain what we believe are the best terms for debt transactions ranging from $10M – $300M+.

Our Story

Capital Advisors Group was founded more than 33 years ago on three core considerations:

  • Tailored Offering: Growing companies need access to customized cash investment solutions delivered by an experienced team that caters to their unique business needs.
  • Conservative Approach: Research and risk mitigation are the basis of our approach that aims to protect our clients’ assets through all market cycles.
  • Unmatched Service: Every client should receive the highest level of service. We instill a “people-first” business model where automation does not take the place of speaking to a person who knows the client and their unique situation.

Our Story

Our thought leaders discuss how we got here and what differentiates Capital Advisors Group from banks, broker-dealers and other asset managers.

Research-Driven Investment Strategies and Solutions

Building on more than 33 years of industry-leading research, Capital Advisors Group provides comprehensive and independent investment research and credit analysis relevant to the unique risks and challenges faced by CEOs, CFOs, treasury teams, and founders.

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Let’s Talk

Long-term relationships are the foundation of our success. It would be great to build one with you. Contact us today for a conversation about your organization and your specific cash investment or debt financing needs.