Capital Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $225M in regulatory assets under management, 3 employees, and 296 accounts.
Assets Under Management
$225M
Employees
3
Offices
--
Total Clients
77
Primary office
DALLAS, TX
5151 BELT LINE ROAD, SUITE 1250, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
49
2
Individuals
36.4%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 30, 2026
Discretionary96.6%
$217M
97% of total RAUM96.6%
Non-discretionary3.4%
$8M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$225M
Total Accounts296
10Y AUM Change+$89M (+66.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.