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| Capital Advisory Group Inc
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|---|---|
| CRD # | 114539 |
| SEC # | 801-64114 |
| CIK # | 0001746209 |
| AUM | 224.9 M (2026-03-30) |
| 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) | 28 | 13.5 |
| (b) Individuals (high net worth individuals) | 49 | 211.4 |
| (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 | 296 | 224.9 |
| By Discretionary | ||
| Discretionary | 276 | 217.2 |
| Non-Discretionary | 20 | 7.7 |
| Total | 296 | 224.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.9 | |
| Total | 296 | 224.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 4 | [0001746209] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Capital Advisory LLC | |
| Gold Enterprise Group Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Gold Enterprise Group Inc GEGP
SERIES A PREFERRED
|
2018-07-05 | Other | 1,000,000 | $0.02 | 20,000 |
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