Data / Investment advisers / Minnesota / Advanced Capital Group
Advanced Capital Group, Minneapolis, MN: $30 billion AUM, SEC registered investment adviser
Advanced Capital Group is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $30 billion in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include pension and profit sharing plans, high net worth individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 109673
- SEC file number
- 801-65944
- SEC status
- Approved, effective January 31, 2006
- Legal name
- Advanced Capital Group, Inc.
- Main office
- 50 South Sixth Street Suite 975, Minneapolis, MN 55402
- Phone
- (612) 230-3000
- Regulatory AUM
- $29,988,968,764 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $1,718,291,428
- Non discretionary AUM
- $28,270,677,336
- Accounts
- 366
- Employees
- 22, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 166 | $25.91 billion |
| High net worth individuals | 51 | $1.96 billion |
| State or municipal government entities | 31 | $1.20 billion |
| Corporations or other businesses | 24 | $423.8 million |
| Insurance companies | 3 | $294.8 million |
| Banking or thrift institutions | 1 | $89.4 million |
| Charitable organizations | 3 | $70.6 million |
| Individuals (other than high net worth individuals) | 87 | $40.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $29.99 billion | March 20, 2026 |
| December 1, 2025 | $27.84 billion | November 24, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Thrivent Financial for Lutherans | Minneapolis | $128.73 billion | 1 | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | $104.49 billion | 14 | adviserinfo.sec.gov |
| Galliard Capital Management | Minneapolis | $80.27 billion | 3 | adviserinfo.sec.gov |
| Thrivent Asset Management, LLC | Minneapolis | $47.99 billion | Not listed | adviserinfo.sec.gov |
| Castlelake, L.P. | Minneapolis | $35.29 billion | 46 | adviserinfo.sec.gov |
| Winslow Capital Management LLC | Minneapolis | $28.66 billion | 3 | adviserinfo.sec.gov |
| Thrivent Private Investments | Minneapolis | $22.78 billion | 36 | adviserinfo.sec.gov |
| Thrivent Investment Management Inc. | Minneapolis | $20.77 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Advanced Capital Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.