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CAPITAL ADVISORY GROUP, INC.
CRD 114539 · SEC 801-64114
5151 BELT LINE ROAD, SUITE 1250, DALLAS, TX, 75254, United States
Phone
972-770-4840
Fax
972-770-4814
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.9M
Discretionary AUM
$217.2M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $13.5M |
| High net worth individuals | 49 | $211.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD