Overview
Assets Under Management: $196 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 50
Average Client Assets: $4 million
Frequently Asked Questions
CAPITAL ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114539), CAPITAL ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
CAPITAL ADVISORY GROUP, INC. is headquartered in DALLAS, TX.
CAPITAL ADVISORY GROUP, INC. serves 50 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, CAPITAL ADVISORY GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAPITAL ADVISORY GROUP, INC. manages $196 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, CAPITAL ADVISORY GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 303
Discretionary Accounts: 286
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 114539
Last Filing Date: 2024-03-18 00:00:00
Website: https://cagwm.com