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| The Capital Advisory Group Advisory Services LLC
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|---|---|
| CRD # | 140551 |
| SEC # | 801-69464 |
| CIK # | 0001803229 |
| AUM | 538.8 M (2026-03-16) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 952-831-8243 |
| Address | 10000 N 31st Ave Phoenix, AZ 85051 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 402 | 274.3 |
| (b) Individuals (high net worth individuals) | 1,022 | 243.0 |
| (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 | 21.6 |
| Total | 1,814 | 538.8 |
| By Discretionary | ||
| Discretionary | 1,632 | 517.3 |
| Non-Discretionary | 182 | 21.6 |
| Total | 1,814 | 538.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.8 | |
| Total | 1,814 | 538.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803229] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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