Capital Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Advisory Group works with individuals, high‑net‑worth clients, trusts, estates and select business clients to provide investment management and tailored financial planning services, including retirement, estate, tax, cash‑flow and insurance planning. The firm offers discretionary portfolio management for individual accounts alongside written financial planning engagements and periodic reviews.
The firm’s investment approach emphasizes strategic asset allocation, diversification and a long‑term (multi‑year) horizon using mutual funds, exchange‑traded funds, separate account managers and, when appropriate, allocations to independent managers or private investment vehicles. Clients receive monthly and quarterly consolidated reporting, periodic portfolio reviews, and the adviser treats cash as an asset class when evaluating allocations and calculating assets under management.
Two advisors oversee just over $200 million for roughly 77 client relationships, and the firm is notable for its formal connections to both an accounting practice and licensed insurance activities. Those affiliations mean tax preparation and insurance or annuity recommendations are available through related, separate engagements (and may generate commissions), disclosures and conflict‑management measures are documented, and the firm discloses the use of non‑public investment options on a case‑by‑case basis.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for comprehensive financial plans starting at $2,000, with higher fees based on income and net worth; one-time setup fee of $500 for investment management accounts
$0 - $250,000: 1.50% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commissions on insurance products sold by Mr. Hopson or other advisors in separate capacity
Financial planning hourly rates ranging from $80 to $350 per hour
Retainer-based ongoing financial advisory and planning services with fees deducted monthly in arrears
Account minimum: $500,000-$600,000 Minimum fee: Minimum annual fee of $7,500 based on standard fee schedule when assets are below approximately $600,000 Fee-only: Financial planning fees on hourly, fixed-fee, or retainer basis; hourly rates $80-$350; fixed-fees from $2,000 minimum; retainer fees negotiated
Main office
5151 Belt Line Road, Suite 1250
Dallas TX 75254
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James H
Series 63
Dallas, TX
Capital Advisory Group, Inc.
James Hopson is a financial advisor at Capital Advisory Group, Inc. with 22 years of industry experience and a Series 63 designation. He has worked at World Choice Securities, Inc. since 2001 and has been involved with Capital Advisory Group, Inc. since 1990. Outside of his advisory role, he is the owner and founder of Hopson & Associates, a CPA firm. Capital Advisory Group serves high-net-worth individuals, trusts, estates, and business entities, providing discretionary investment management alongside comprehensive financial, retirement, estate, tax, and insurance planning services. The firm uses a strategic asset allocation approach with diversified model portfolios, managing roughly $210–216 million for about 72 client households.
Justin M
CFP®
Dallas, TX
Capital Advisory Group, Inc.
Justin Morgan is a CFP® with 11 years of experience and has been with Capital Advisory Group, Inc. in Dallas, TX since 2011. He works at a firm that serves high-net-worth individuals, trusts, estates, and business entities, offering discretionary investment management along with comprehensive financial, retirement, estate, tax, and insurance planning services. Capital Advisory Group manages approximately $210–216 million for around 72 client households and emphasizes strategic asset allocation and diversification through internally developed model portfolios. The firm integrates investment management with tax and insurance advice, supported by an affiliated accounting practice and licensed insurance services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)