The Capital Advisory Group Advisory Services, LLC
● SEC registered since 2008CRD 140551SEC# 801-69464Phoenix, AZ
Reg. AUM
$538.8M
Employees
7
Accounts
1,814
Location
Phoenix, AZ
The Capital Advisory Group Advisory Services, LLC assets under management
The Capital Advisory Group Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2008. It reports $538.8 million in regulatory assets under management and employs 7 people.
The Capital Advisory Group Advisory Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Allen MacHtig Control | Managing Member | Over 75% | 2008 |
| Michael Joseph Ruggieri Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does The Capital Advisory Group Advisory Services, LLC manage?
The Capital Advisory Group Advisory Services, LLC reports $538.8 million in regulatory assets under management on its Form ADV.
How many employees does The Capital Advisory Group Advisory Services, LLC have?
The Capital Advisory Group Advisory Services, LLC reports 7 employees.
Where is The Capital Advisory Group Advisory Services, LLC located?
The Capital Advisory Group Advisory Services, LLC is based in Phoenix, AZ and has been SEC-registered since 2008.
Does The Capital Advisory Group Advisory Services, LLC disclose fund performance?
The Capital Advisory Group Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10000 N 31st Ave, Suite D216, Phoenix, AZ 85051 |
| Phone | 952-831-8243 |
| Fax | 952-831-5563 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1803229 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$538.8M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$538.8Mregulatory AUM
Discretionary $517.3MNon-discretionary $21.6M