|
⚲
|
| Capital Advisory Group Inc
✚
| |
|---|---|
| CRD # | 114539 |
| SEC # | 801-64114 |
| CIK # | 0001746209 |
| AUM | $196.3 MM (2024-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 972-770-4840 |
| Address | 5151 Belt Line Road Dallas, TX 75254 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 9.4 |
| (b) Individuals (high net worth individuals) | 51 | 186.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 196.3 |
| By Discretionary | ||
| Discretionary | 286 | 191.6 |
| Non-Discretionary | 17 | 4.7 |
| Total | 303 | 196.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.3 | |
| Total | 303 | 196.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 4 | [0001746209] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Capital Advisory LLC | |
| Gold Entertainment Group Inc |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |
|
Corrado Advisors LLC
✚
|
NJ | 0.2 |
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Equity Wealth Partners LLC
✚
|
MO | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |
|
Global Financial Advisory Services Inc
✚
|
CA | 0.2 |
|
Codex Capital LLC
✚
|
TX | 0.2 |