Capital Advisory Group, Inc.
● SEC registered since 2005CRD 114539SEC# 801-64114Dallas, TX
Reg. AUM
$224.9M
Employees
3
Accounts
296
Location
Dallas, TX
Capital Advisory Group, Inc. assets under management
Capital Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2005. It reports $224.9 million in regulatory assets under management and employs 3 people.
Capital Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Stuart Hopson Control | President, Ceo, Cco | Over 75% | 1990 |
Frequently asked questions
How much does Capital Advisory Group, Inc. manage?
Capital Advisory Group, Inc. reports $224.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital Advisory Group, Inc. have?
Capital Advisory Group, Inc. reports 3 employees.
Where is Capital Advisory Group, Inc. located?
Capital Advisory Group, Inc. is based in Dallas, TX and has been SEC-registered since 2005.
Does Capital Advisory Group, Inc. disclose fund performance?
Capital Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5151 Belt Line Road, Suite 1250, Dallas, TX 75254 |
| Phone | 972-770-4840 |
| Fax | 972-770-4814 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.9M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$224.9Mregulatory AUM
Discretionary $217.2MNon-discretionary $7.7M