CAPITAL FINANCIAL ADVISORY GROUP, LLC

Overview

Capital Financial Advisory Group, LLC operates as a small, fee-for-service advisory and insurance-brokerage firm that focuses on financial planning and the selection of outside advisers for clients. The firm is structured as a limited liability company with an individual owner and identifies itself as a capital allocator—meaning it places client capital with third‑party managers rather than running large proprietary strategies. Its business model centers on hourly and fixed-fee planning engagements and insurance brokerage services rather than traditional asset-based advisory relationships. The firm does not list itself as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

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Investments & Alternatives

Location & Offices