Insight. Independence. Focus.

Learn More

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

Explore Our Process
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+.

Explore Our Process

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.

Play

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.

Credit & Risk
02/24/2026
A 10% Credit Card Rate Cap: Relief for Consumers or a Credit Squeeze?
Keren Luo
10% Credit Card APR Cap: How It Could Shake Up Banks and Borrowers Last month, President Trump revived calls for a one-year 10% cap on credit card interest rates to provide
ABS, Banks, Credit Card
Market Updates
02/17/2026
February Mid-Month Market Update
Eric Souza
Labor Market: Mixed Signals, Strong Payroll Surprise Due to the second government shutdown, the monthly jobs report from the Bureau of Labor Statistics was delayed by several days. In the interim, a
Interest, Interest Rates, Tariffs
Debt Finance Consulting
02/11/2026
Debt Market Update – Q4 2025
Stefan Spazek
As we review Q4 2025, the venture debt market found its footing after a strong mid-year surge. Activity cooled across both technology and healthcare, but the broader 2025 story remained
Debt Financing, Debt Market Quarterly Update, Venture Debt
Read More

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.

Connect With Us