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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Capital Advisory Group Advisory Services LLC
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|---|---|
| CRD # | 140551 |
| SEC # | 801-69464 |
| CIK # | 0001803229 |
| AUM | $402.8 M (2025-07-31) |
| Employees | 10 (70% Investors, 70% Brokers) |
| Phone | 952-831-8243 |
| Address | 10000 N 31st Ave Phoenix, AZ 85051 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.9 | ||
| United Technologies Corp /DE/ | 4.3 | ||
| SPDR Gold Trust | 4.1 | ||
| Facebook Inc | 3.6 | ||
| International Business Machines Corp | 3.0 | ||
| ETFS Gold Trust | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 106.4 |
| (b) Individuals (high net worth individuals) | 97 | 277.9 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 1 | 18.5 |
| (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 | 1,424 | 402.8 |
| By Discretionary | ||
| Discretionary | 1,242 | 384.3 |
| Non-Discretionary | 182 | 18.5 |
| Total | 1,424 | 402.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 402.8 | |
| Total | 1,424 | 402.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803229] |
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|---|---|---|
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