Capital Advisory Group

Capital Advisory Group (CRD# 147192) is a financial advisory firm headquartered in Tampa, FL. They manage $37,612,822 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
442 W. Kennedy Blvd., Suite 380, Tampa, FL 33606
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $227,957
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

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

William James (CRD# 3073447) is an Investment Advisor Representative working at Capital Advisory Group in Tampa, FL and has over 25 years 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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