Insight. Independence. Focus.

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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.

Debt Finance Consulting
11/03/2026
Debt Market Update – Q3 2026
Stefan Spazek
A Growing Market, a Narrower Gate If it feels like venture lenders are becoming less ad-“venture”-ous, you may be onto something. Venture growth credit – large facilities extended to late-stage
Debt Financing, Debt Market Quarterly Update, Venture Debt
Market Updates
11/02/2026
October Month-End Market Update
Eric Souza
AI Concerns Reshape Rate Expectations The September rise in Treasury yields pulled back in October.  A flight-to-quality bid emerged amid growing concerns about the sustainability of AI-related capital expenditures and
Interest, Interest Rates, Tariffs
Market Updates
10/29/2026
October FOMC Update
Eric Souza
Fed Holds, Markets  Expect Hike in December  As expected, the Federal Reserve left the federal funds target range unchanged at 3.75%–4.00%.  The Committee upgraded its assessment of economic activity from
Interest, Interest Rates, Tariffs
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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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