Capital Advisory Group, Inc.

Capital Advisory Group, Inc. (CRD# 114539) is a financial advisory firm headquartered in Dallas, TX. They manage $196,301,793 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5151 Belt Line Road, Suite 1250, Dallas, TX 75254
http://www.cagwm.com
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $647,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Capital Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Hopson, financial advisor
James S. Hopson
CRD#: 2084487
,

James Hopson (CRD# 2084487) is an Investment Advisor Representative working at Capital Advisory Group, Inc. in , and has over 33 years of experience in the finance industry.

2
Justin Morgan, financial advisor Dallas TX
Justin C. Morgan
CRD#: 5766374
5151 Belt Line Road, Suite 1250, Dallas, TX 75254

Justin Morgan (CRD# 5766374) is an Investment Advisor Representative working at Capital Advisory Group, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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