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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Advisory Group Inc
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|---|---|
| CRD # | 114539 |
| SEC # | 801-64114 |
| CIK # | 0001746209 |
| AUM | $215.8 M (2025-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 972-770-4840 |
| Address | 5151 Belt Line Road Dallas, TX 75254 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 12.7 |
| (b) Individuals (high net worth individuals) | 50 | 203.1 |
| (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 | 292 | 215.8 |
| By Discretionary | ||
| Discretionary | 277 | 210.7 |
| Non-Discretionary | 15 | 5.1 |
| Total | 292 | 215.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.8 | |
| Total | 292 | 215.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 4 | [0001746209] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Capital Advisory LLC | |
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