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Capital Advisory Group, Inc.

● SEC registered since 2005CRD 114539SEC# 801-64114Dallas, TX
Export (members)
Reg. AUM
$215.8M
Employees
3
Accounts
292
Location
Dallas, TX

Capital Advisory Group, Inc. assets under management

Capital Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2005. It reports $215.8 million in regulatory assets under management and employs 3 people.
www.cagwm.comView on SEC.gov ↗

Capital Advisory Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Stuart Hopson ControlPresident, Ceo, CcoOver 75%1990

Frequently asked questions

How much does Capital Advisory Group, Inc. manage?

Capital Advisory Group, Inc. reports $215.8 million in regulatory assets under management on its Form ADV.

How many employees does Capital Advisory Group, Inc. have?

Capital Advisory Group, Inc. reports 3 employees.

Where is Capital Advisory Group, Inc. located?

Capital Advisory Group, Inc. is based in Dallas, TX and has been SEC-registered since 2005.

Does Capital Advisory Group, Inc. disclose fund performance?

Capital Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5151 Belt Line Road, Suite 1250, Dallas, TX 75254
Phone972-770-4840
Fax972-770-4814
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.7M
Non-discretionary$5.1M
Total (RAUM)$215.8M