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Advanced Capital Group

Advanced Capital Group. CRD 109673

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CRD: 109673

Advanced Capital Group

Minneapolis, MN, 55402
6122303000
www.acgbiz.com
$30.0B Total AUM
$1.7B Disc. AUM
6.9% 3Y CAGR
22 Employees
366 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Capital Group · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
11-01-1998
Office Locations
1

Office Locations

50 South 6TH Street Sutie 975 Minneapolis MN

About Advanced Capital Group

Advanced Capital Group (ACG) is a Minneapolis-based advisory team focused on defined contribution retirement plans, delivering customized strategy and plan support for partners. Recognized by PLANADVISER as a Top 100 Retirement Plan Adviser (Large Teams) and ranked #23 on NAPA’s 2025 Top DC Advisor Teams list. Also honored by Nasdaq and EVERFI for digital financial capability learning initiatives.

Team overview

46 AVG AGE
$2.7B AVG AUM / ADVISOR
$81.9M AVG AUM / CLIENT
9.8 yrs AVG TENURE
22 Employees
11 Advisory Reps
4 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Prime unison Capital bridge

Client Personas

Vector atlas

Custodian

Bridge north Pioneer North catalyst

Investment Themes

Atlas momentum

Investment Vehicles

Horizon horizon

Services

Oak Capital alpha Horizon optima Focus bridge Alpha matrix Frontier Pioneer radial Alpha Timber catalyst

Owner & Executives

J

JUSTIN DORSEY

Principal

CRD
--
Ownership
Less than 5%
(654) 270-3043
focus.vital@peakcapital.com
in linkedin.com/in/crest-vertex
LYNDSAY RACHEL KIM

LYNDSAY RACHEL KIM

Chief Compliance Officer

CRD
#2902606
Ownership
Less than 5%
(786) 555-8140
crest.north@focuscapital.com
in linkedin.com/in/zenith-prime
H

Horizon fusion

North foundation zenith

CRD
#78568
Ownership
25.7%
(361) 832-3516
vertex.vital@zenithcapital.com
in linkedin.com/in/delta-ember

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Contacts

MATHEW PHILLIP COYLE

MATHEW PHILLIP COYLE

Advisor

CRD
#4016002
(421) 754-5858
unison.eagle@optimacapital.com
in linkedin.com/in/insight-vector
PATRICK WINFIELD LARSON

PATRICK WINFIELD LARSON

Director

CRD
#2268199
(358) 734-5761
vector.delta@vitalcapital.com
in linkedin.com/in/capital-signal
Z

Zenith ridge

Focus ridge

CRD
#18830
(907) 449-8883
oak.optima@capitalcapital.com
in linkedin.com/in/eagle-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-29-2023
12-02-2024
11-24-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $1,718,291,428 $10,944,531
Non-Discretionary $28,270,677,336 $135,266,399
Total $29,988,968,764 $81,937,073

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Separately Managed Accounts

Total SMA Asset: $29,988,968,764

$30.0B Total SMA
Equity - Exchange:
15.1%
Public Funds:
15.2%
Corporate - Investment Grade:
19.3%
Municipal Bonds:
17.1%
U.S. Government/Agency:
12.3%
Cash:
21.0%
Asset class Assets Assets %
Equity - Exchange $220,362,740 15.1%
Public Funds $221,822,096 15.2%
Corporate - Investment Grade $281,655,687 19.3%
Municipal Bonds $249,549,858 17.1%
U.S. Government/Agency $179,500,775 12.3%
Cash $306,464,737 21.0%
Total $1,459,355,893 100.0%

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