A complete list of active advisors currently associated with Capital Advisory Group, Inc.

Warmer can help you find a great advisor at Capital Advisory Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.