CAPITAL ADVISORY GROUP, INC.

5151 Belt Line Road
Suite 1250
Dallas, Texas 75254
Tel: 972-770-4840

About CAPITAL ADVISORY GROUP, INC.

CAPITAL ADVISORY GROUP, INC, formally registered with the SEC as CAPITAL ADVISORY GROUP, INC. The firm was established in 04/14/2005. They have over 1 offices throughout the country.

CAPITAL ADVISORY GROUP, INC. is a Dallas, Texas based Financial Planning firm with nearly $196,301,793 assets under management, offering retirement planning & investment advisory services to 303 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114539
SEC#	801-64114
Assets Managed by Firm	$196,301,793
No. of Clients	303
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	303	$196,301,793
Individuals (other than high net worth individuals)	18	$9,433,525
High net worth individuals	51	$186,868,268

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