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

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

Capital Advisory Group provides individualized wealth management and financial counseling to high‑net‑worth individuals as well as pension and profit‑sharing plans, foundations, and businesses. Its services include investment education and planning, portfolio management that typically relies on mutual funds and exchange‑traded funds, use of third‑party sub‑advisors, performance monitoring, and, when appropriate, placement of life or health insurance products through its insurance registration. The firm follows a consultative onboarding process with multiple meetings to define objectives and risk tolerance, then implements tailored portfolios and asset allocations consistent with those parameters. It generally exercises limited discretionary authority, may engage sub‑advisors to manage portions of client assets, and provides regular monitoring with at least quarterly client reviews and monthly internal oversight. The brochure highlights several features that are less common among peers: the firm is registered as an insurance agency and discloses the potential conflicts and reasonable‑basis suitability reviews when recommending insurance, and it routinely advises qualified retirement plans and corporate/business clients under ERISA‑related procedures. The firm’s disclosure also emphasizes financial risks, including the effects of borrowing and leverage, as part of its account risk considerations and client discussions.

To learn more about the advisors currently working at Capital Advisory Group, 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.