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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

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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+.

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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.
Who We Are

Our Story

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

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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.

Investment Management
01/08/2026
The Critical 5: Key Themes Investors Shouldn’t Ignore in 2026
Lance Pan
Introduction: Turning the Page—Who's at the Controls in 2026? By Lance Pan, CFA If 2024 was the year of the “soft landing,” 2025 became the year the U.S. economy decided
2026, AI, Cash Investor
Market Updates
01/06/2026
December Month-End Market Update
Eric Souza
2025 Recap Tariffs and artificial intelligence were two of the dominant themes driving headlines in 2025. While tariffs were widely expected to push prices higher and slow economic growth at the
Interest, Interest Rates, Tariffs
Credit & Risk
12/18/2025
What’s Driving Money Market Volatility—Is Reserve Scarcity Driving the Cause?
Matthew Paniati
The financial press is currently fixated on whether U.S. equity markets are in the midst of an AI-driven stock market bubble. With the topic soaking up much of the proverbial
Banks, Federal Reserve, Investors
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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.

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