Capital Advisory Group

Capital Advisory Group (CRD# 147192) is a financial advisory firm headquartered in Tampa, FL. They manage $39,888,088 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $250,868
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Capital Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
William W. James
CRD#: 3073447
442 W. Kennedy Blvd., Suite 380, Tampa, FL 33606
96
Wealthminder
score

William James (CRD# 3073447) is an Investment Advisor Representative working at Capital Advisory Group in Tampa, FL and has over 18 years of experience in the finance industry. William James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William E. James
CRD#: 257134
442 W. Kennedy Blvd., Suite 380, Tampa, FL 33606
90
Wealthminder
score

William James (CRD# 257134) is an Investment Advisor Representative working at Capital Advisory Group in Tampa, FL and has 1 year of experience in the finance industry.

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