CONE ADVISORY GROUP, INC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cone Advisory Group, Inc. advises individual and high‑net‑worth clients as well as pension and profit‑sharing plans, overseeing roughly $17.3 million for about 200 clients. The firm offers discretionary and non‑discretionary portfolio management alongside financial planning and consulting services.
Investment implementation emphasizes mutual funds and ETFs and largely relies on model portfolios and third‑party money managers rather than in‑house security‑level analysis. For certain clients, Cone places assets in a co‑advisory arrangement that grants discretionary authority to an outside manager while Cone continues client onboarding, monitoring, and advice.
Distinctive elements include that persons providing advice are licensed insurance agents who may receive commission‑based compensation for selling insurance products in addition to advisory fees, a practice the brochure identifies as a potential conflict of interest. The firm also routinely directs brokerage to Charles Schwab Institutional and uses a fee‑sharing co‑advisory structure with its third‑party manager, which can affect trade execution and how fees are collected.
Client services
Expertise
Fee options
Fixed fees ranging between $500 and $5,000
$0 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 0.50% Over $2,500,001+: 0.35%
Insurance commissions for selling insurance products, separate from advisory fees.
$250 per hour
Main office
556 Third Street
Ayden NC 28513
Advisors at this office
2
Most active in
North Carolina
Also doing business as
Cone Advisory Group, Inc · Cone Advisory Group, Inc.
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Curtis C
Series 63, Series 65
Ayden, NC
CONE ADVISORY GROUP, INC.
Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Symmetry Partners and AlphaStar Capital Management. Outside of advising, he manages several real estate-related business interests. Cone Advisory Group, Inc. serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and consulting. The firm emphasizes mutual funds, ETFs, model portfolios, and third-party money managers in its investment approach.
Curtis C
Series 65
Ayden, NC
CONE ADVISORY GROUP, INC.
Curtis Cone Jr. is a Series 65-licensed advisor at Cone Advisory Group, Inc. in Ayden, NC, with one year of experience in the financial industry. His work history includes roles at Cone Advisory Group since 2018 and prior experience at Skylight Inn BBQ and East Carolina University. Cone Advisory Group, Inc. serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $17.3 million for around 200 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with an investment approach that emphasizes mutual funds, ETFs, and the use of third-party managers through model portfolios and co-advisory arrangements.
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