Capital Advisory Group, Inc. is a large advisory firm based in Dallas. It manages $133.35 million of regulatory assets for 355 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.
Capital Advisory Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Advisory Group, Inc. is $133.35 million. The firm's AUM has grown by 252% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capital Advisory Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Capital Advisory Group is high net worth individuals with 53 clients and $122.37 million of assets under management. Among the 8 most similar advisory firms, Capital Advisory Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $133.35 million for 90 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capital Advisory Group doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capital Advisory Group, Inc. performs its advisory services is located at 5151 Belt Line Road, Dallas, TX 75254, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-770-4840 or by fax 972-770-4814. The normal business hours are by appointment only on Other. You can find more information about the New York firm at cagwm.com.