RIA Intel›Advisers›Texas›CAPITAL ADVISORY GROUP, INC.

CAPITAL ADVISORY GROUP, INC.

Advisory

N·DALLAS, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$225M
1-Year AUM Growth
+23.4%
3-Year CAGR
+4.8%
Employees
2
Assets Under Management
Total AUM$225M
Discretionary AUM$217M
Non-Discretionary AUM$8M
Discretionary %96.6%
Total Clients72
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingMar 24, 2005
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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