Advanced Capital Group

Registered investment adviser · Minneapolis, MN · CRD #109673

Form ADV data as of 2026-09-01

Regulatory assets

$29.99 billion

Total accounts

366

Employees

Disclosure events

Firm details

Website: https://linkedin.com/company/advanced-capital-group
Telephone: 612-230-3000
SEC file number: 801-65944
Most recent Form ADV filing: 2026-03-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.72 billion
Non-discretionary regulatory assets under management	$28.27 billion
Total regulatory assets under management	$29.99 billion
Discretionary accounts	157
Non-discretionary accounts	209
Total accounts	366
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	22
Employees performing investment advisory functions (including research)	11
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	4
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	87	$40.4 million
High net worth individuals	51	$1.96 billion
Banking or thrift institutions	1	$89.4 million
Pension and profit sharing plans (not the participants or government plans)	166	$25.91 billion
Charitable organizations	3	$70.6 million
State or municipal government entities (including government pension plans)	31	$1.20 billion
Insurance companies	3	$294.8 million
Corporations or other businesses not listed above	24	$423.8 million