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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

ADVANCED CAPITAL GROUP

ADVANCED CAPITAL GROUP, INC., CRD 109673

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cf005cb-0d35-6b3f-3bf2-f9fdf1eef803

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 1
Observed: Jan 5, 2012 to Mar 20, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Advanced Capital Group, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.07 fund_share=0.0 institutional_share=0.92 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $30BItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $7.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 366
Individual clients: 87
High net worth clients: 51
SEC number: 801-65944
CRD: 109673
Filings on the tape: 25
First filed: Jan 5, 2012
Latest filed: Mar 20, 2026
Organised: Corporation, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATHEW PHILLIP COYLE	Certified Financial Planner	MINNEAPOLIS, MN	7	26	1	no
Jay S Thorp	n/a	MINNEAPOLIS, MN	3	29	3	no
PATRICK WINFIELD LARSON	Chartered Financial Analyst	Minneapolis, MN \| MINNEAPOLIS, MN	2	28	1	no
CHAD PATRICK RICE	Chartered Financial Analyst	MINNEAPOLIS, MN	2	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DORSEY, JUSTIN	Principal	Na	yes	01/2002	Jan 5, 2012	Dec 2, 2024
LANGOWSKI, CHARLES, LEE	CHIEF EXECUTIVE OFFICER	Na	yes	11/1998	Jan 5, 2012	Dec 2, 2024
LARSON, PATRICK, W	CHIEF INVESTMENT OFFICER	Na	yes	09/2007	Jan 5, 2012	Dec 2, 2024
ALERA GROUP, INC	Owner	E	no	09/2024	Dec 2, 2024	Dec 2, 2024
SCHROEDER, DANIEL, DEAN	CHIEF COMPLIANCE OFFICER	Na	no	09/2007	Jan 5, 2012	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADVANCED CAPITAL GROUP BENEFITS AND RISK CONSULTING, INC	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$30B	$1.7B	22	11	1	n/a	n/a
2024	Apr 4, 2025	$28B	$1.2B	22	11	0	n/a	n/a
2023	Mar 26, 2024	$26B	$1.3B	27	13	0	n/a	n/a
2022	Mar 29, 2023	$25B	$835M	28	14	0	n/a	n/a
2021	Mar 30, 2022	$30B	$626M	28	15	0	n/a	n/a
2020	Mar 30, 2021	$27B	$458M	28	16	0	n/a	n/a
2019	Mar 30, 2020	$23B	$497M	26	17	1	n/a	n/a
2018	Mar 29, 2019	$23B	$307M	25	16	2	n/a	n/a
2017	Mar 28, 2018	$19B	$69.6M	25	16	2	n/a	n/a
2016	Mar 28, 2017	$16B	$171M	25	16	n/a	n/a	n/a
2015	Mar 29, 2016	$14B	$536M	20	16	n/a	n/a	n/a
2014	Mar 24, 2015	$13B	$120M	20	16	n/a	n/a	n/a
2013	Mar 28, 2014	$13B	$61.0M	20	16	n/a	n/a	n/a
2012	Mar 27, 2013	$7.1B	$120M	15	10	n/a	n/a	n/a
2011	Mar 27, 2012	$6.2B	$91.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$30B	$28B	7.7%	$25B	6.7%	22	22	1	0

Relationships

Affiliated with (1)

← ALERA INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Registered with (5)

← PATRICK WINFIELD LARSONAdvisorregistration: previous registration
Jan 30, 2014 to Dec 31, 2017factForm ADV
← CHAD PATRICK RICEAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← Jay S ThorpAdvisorregistration: current employment
Jan 17, 2023 to presentfactForm ADV
← MATHEW PHILLIP COYLEAdvisorregistration: current employment
May 7, 2019 to presentfactForm ADV
← Derrick Salvador AvelarAdvisorregistration: previous registration
Jan 30, 2014 to Dec 31, 2017factForm ADV

Owns (2)

← SCHROEDER, DANIEL, DEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2012 to Dec 2, 2024factForm ADV
← ALERA GROUP, INCOwnerOWNER, ownership code E, domestic entity
Dec 2, 2024 to Dec 2, 2024factForm ADV

Controls (3)

← LARSON, PATRICK, WOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 5, 2012 to Dec 2, 2024factForm ADV
← LANGOWSKI, CHARLES, LEEOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 5, 2012 to Dec 2, 2024factForm ADV
← DORSEY, JUSTINOwnerPRINCIPAL, ownership code NA, individual
Jan 5, 2012 to Dec 2, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cf005cb-0d35-6b3f-3bf2-f9fdf1eef803
First observed: Jan 5, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADVANCED CAPITAL GROUP

ADVANCED CAPITAL GROUP, INC., CRD 109673

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8cf005cb-0d35-6b3f-3bf2-f9fdf1eef803

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATHEW PHILLIP COYLE

Certified Financial Planner

MINNEAPOLIS, MN

Jay S Thorp

n/a

MINNEAPOLIS, MN

PATRICK WINFIELD LARSON

Chartered Financial Analyst

Minneapolis, MN | MINNEAPOLIS, MN

CHAD PATRICK RICE

Chartered Financial Analyst

MINNEAPOLIS, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DORSEY, JUSTIN

Principal

yes

01/2002

Jan 5, 2012

Dec 2, 2024

LANGOWSKI, CHARLES, LEE

CHIEF EXECUTIVE OFFICER

yes

11/1998

Jan 5, 2012

Dec 2, 2024

LARSON, PATRICK, W

CHIEF INVESTMENT OFFICER

yes

09/2007

Jan 5, 2012

Dec 2, 2024

ALERA GROUP, INC

Owner

09/2024

Dec 2, 2024

SCHROEDER, DANIEL, DEAN

CHIEF COMPLIANCE OFFICER

09/2007

Jan 5, 2012

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADVANCED CAPITAL GROUP BENEFITS AND RISK CONSULTING, INC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$30B

$1.7B

n/a

2024

Apr 4, 2025

$28B

$1.2B

n/a

2023

Mar 26, 2024

$26B

$1.3B

n/a

2022

Mar 29, 2023

$25B

$835M

n/a

2021

Mar 30, 2022

$30B

$626M

n/a

2020

Mar 30, 2021

$27B

$458M

n/a

2019

Mar 30, 2020

$23B

$497M

n/a

2018

Mar 29, 2019

$23B

$307M

n/a

2017

Mar 28, 2018

$19B

$69.6M

n/a

2016

Mar 28, 2017

$16B

$171M

n/a

2015

Mar 29, 2016

$14B

$536M

n/a

2014

Mar 24, 2015

$13B

$120M

n/a

2013

Mar 28, 2014

$13B

$61.0M

n/a

2012

Mar 27, 2013

$7.1B

$120M

n/a

2011

Mar 27, 2012

$6.2B

$91.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$30B

$28B

7.7%

$25B

6.7%