THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

CRD 140551 · SEC 801-69464

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10000 N 31ST AVE, SUITE D216, PHOENIX, AZ, 85051, United States

Phone

952-831-8243

Fax

952-831-5563

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$538.8M

Discretionary AUM

$517.3M

Team

7 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsESTATE PLAN SETTLEMENT SERVICES

Client types

Type	Clients	AUM
Individuals	402	$274.3M
High net worth individuals	1022	$243.0M

States served

AZ, CA, CO, GA, IL, LA, ME, MA, MN, NE, NJ, NC, OR, WI, MO, WA, TX, NH, FL

All web addresses on file

https://www.brettmachtig.com/
https://www.cagcos.com/

Official SEC filing: View on IAPD