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.

Economy & Rates
07/02/2025
June 2025 Month-End Market Update
Eric Souza
Stagflation Headlines Close Out Q2 Economic data released at the end of June showed signs of stagflation, which is likely prompting the Fed to maintain its current policy stance in
Interest, Interest Rates, Tariffs
Economy & Rates
06/17/2025
June 2025 Mid-Month Market Update
Eric Souza
Tariffs Not Yet Impacting Inflation; & Softening Labor Market For the 4th month in a row, both headline and core CPI came in lower than expectations, suggesting companies have not yet
Interest, Interest Rates, Tariffs
Credit & Risk
06/10/2025
New Vice Chair for Supervision Michelle Bowman and the New Deregulatory Wave: Implications for U.S. Banks
Keren Luo
Michelle “Miki” Bowman’s nomination as the Federal Reserve’s Vice Chair for Supervision was confirmed by the U.S. Senate on June 4th, 2025[1]. The confirmation aligns with Washington’s broader effort to
Banks, Credit Risk, Federal Reserve
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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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