THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

5270 West 84th Street
Suite 310
Bloomington, Minnesota 55437
Tel: 952-831-8243

About THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC, formally registered with the SEC as THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC. The firm was established in 08/25/2008. They have over 3 offices throughout the country.

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC is a Bloomington, Minnesota based Financial Planning firm with nearly $402,826,658 assets under management, offering retirement planning & investment advisory services to 1424 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140551
SEC#	801-69464
Assets Managed by Firm	$402,826,658
No. of Clients	1424
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (ESTATE PLAN SETTLEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1424	$402,826,658
Individuals (other than high net worth individuals)	373	$106,364,185
High net worth individuals	97	$277,939,159
Charitable organizations	1	$18,523,314

More Retirement Planning firms in Bloomington, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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