CAPITAL ADVISORY GROUP, INC.

Overview

Capital Advisory Group, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm runs a fee model that combines percentage-of-AUM billing with fixed fees, and it primarily implements equity‑centric portfolios delivered through separately managed account (SMA) structures and exchange‑traded vehicles. Capital Advisory Group shows a clear preference for liquid, tradable securities rather than esoteric strategies: exchange‑traded equities are the dominant sleeve of client portfolios, while fixed income and third‑party funds are used to fill income and diversification needs. The firm is not an active ESG investor and is structured to serve a concentrated client base rather than institutional pension or multi‑state mandates.

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Public Holdings

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Location & Offices