$62.8M Total AUM
$62.8M Disc. AUM
-- 3Y CAGR
1 Employees
289 ADV. Clients
25 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2001
- Office Locations
- 1
Office Locations
1220 Pontiac AVE STE 301 Cranston RI
About THE Capital Group
The Capital Group is a family-owned, independent investment planning firm (founded 1965) providing financial planning and portfolio construction for individuals and business owners seeking to preserve and grow wealth. The team emphasizes asset allocation, diversification, and prudent risk management with a long-term growth outlook, selecting mutual fund and fixed income solutions objectively and leveraging third-party investment management expertise.
Team overview
-- AVG AGE
$62.8M AVG AUM / ADVISOR
$217.2K AVG AUM / CLIENT
25.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
BARRY MARC MISBIN
President
- CRD
- #1909938
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,769,974 | $133,333 |
| Non-Discretionary | $0 | $92,391 |
| Total | $62,769,974 | $125,268 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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