PPrivate Fund Data Log in Join · $37/mo

The Capital Advisory Group Advisory Services, LLC

● SEC registered since 2008CRD 140551SEC# 801-69464Phoenix, AZ
Export (members)
Reg. AUM
$402.8M
Employees
10
Accounts
1,424
Location
Phoenix, AZ

The Capital Advisory Group Advisory Services, LLC assets under management

The Capital Advisory Group Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2008. It reports $402.8 million in regulatory assets under management and employs 10 people.
www.brettmachtig.comView on SEC.gov ↗

The Capital Advisory Group Advisory Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brett Allen MacHtig ControlManaging MemberOver 75%2008
Michael Joseph Ruggieri ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does The Capital Advisory Group Advisory Services, LLC manage?

The Capital Advisory Group Advisory Services, LLC reports $402.8 million in regulatory assets under management on its Form ADV.

How many employees does The Capital Advisory Group Advisory Services, LLC have?

The Capital Advisory Group Advisory Services, LLC reports 10 employees.

Where is The Capital Advisory Group Advisory Services, LLC located?

The Capital Advisory Group Advisory Services, LLC is based in Phoenix, AZ and has been SEC-registered since 2008.

Does The Capital Advisory Group Advisory Services, LLC disclose fund performance?

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

Contact & registration

Address10000 N 31st Ave, Suite D216, Phoenix, AZ 85051
Phone952-831-8243
Fax952-831-5563
Office hours9:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1803229
Discloses disciplinary historyYes

Assets under management

Discretionary$384.3M
Non-discretionary$18.5M
Total (RAUM)$402.8M