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THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
PHOENIX, AZ
952-831-8243
SEC #801-69464Total AUM
$538.8M
Employees
7Clients
1,425Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10000 N 31ST AVE
SUITE D216
PHOENIX
AZ 85051
United States
SUITE D216
PHOENIX
AZ 85051
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Monday - Friday
Phone
952-831-8243
Other Offices
2
Financials
Total AUM
$538.8M
Accounts
1,814Discretionary
$517.3M
Accounts
1,632Non-Discretionary
$21.6M
Accounts
182
Clients
Individual Clients
402AUM
$274.3M
HNW Individual Clients
1,022AUM
$243M
Other Clients
1AUM
$21.6M
Description of Other Clients
MUTUAL FUNDS AND ANNUITIES NON ADVISORY
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ESTATE PLAN SETTLEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAILLAMAMEMNMONCNENHNJORTXWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.