LP Profile

Capital Advisory Group

Also known as capital advisory

Wealth ManagerDallas, United StatesFounded 1990
Dallas
Headquarters
Investment Focus

About Capital Advisory Group

Capital Advisory Group is a wealth manager based in Dallas, US. Founded in 1990.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Capital Advisory Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$224.9M
Total Clients
296
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Capital Advisory Group?

Capital Advisory Group is a wealth manager based in Dallas, United States.

Where is Capital Advisory Group headquartered?

Capital Advisory Group is headquartered in Dallas, United States.

When was Capital Advisory Group founded?

Capital Advisory Group was founded in 1990.

How can I contact Capital Advisory Group?

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