Capital Advisory Group

Overview

Capital Advisory Group is a small, owner-operated limited liability company that focuses on advisory services for individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also selects third-party advisers when appropriate. Its fee model is percentage of assets under management, and it has an affiliation with an insurance company, which can affect product access and distribution options. The firm does not identify as an active ESG investor and is not set up as a multi-state or pension consultant advisor. Investment activity skews toward pooled public vehicles—public funds and mutual funds make up the largest share of assets—while the adviser also allocates to select alternative strategies (see Investments & Alternatives). Given the small client base and concentrated asset pool, the firm appears geared to bespoke allocations and delegated manager relationships rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices