CAPITAL ADVISORS GROUP

Live / Applied — Non-final action mailed (as of 16 Sept 2026)

What this means for you

Not registered yet, but its 14 May 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99824350
Mark type
Design + words
Filed
14 May 2026
Attorney of record
Michael S. Palmisciano

Goods and services

  • Class 036 — Insurance and financial services: Registered investment adviser services; financial asset management services; financial portfolio management services; cash management services; treasury management services; financial risk management services; financial analysis services; investment research services; credit analysis services; debt financing services and debt financing advisory and consulting services for businesses; debt placement, financial advisory, and consulting services in the field of debt financing for businesses, including venture debt, growth debt, revenue-based financing, equipment leasing, asset-based lending, recurring revenue credit facilities, and subordinated debt
  • Class 042 — Scientific and technological services: Providing use of non downloadable online software for registered investment adviser services, financial asset management services, financial portfolio management services, cash management services, treasury management services, financial risk management services, financial analysis services, investment research services, credit analysis services

Owner

Prosecution history

  • 16 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 16 Sept 2026 — NON-FINAL ACTION E-MAILED
  • 16 Sept 2026 — NON-FINAL ACTION WRITTEN
  • 15 Sept 2026 — ASSIGNED TO EXAMINER
  • 14 Sept 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 14 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 14 May 2026 — APPLICATION FILING RECEIPT MAILED
  • 14 May 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy