THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Overview

The Capital Advisory Group Advisory Services, LLC is an independent registered investment adviser that serves primarily individual and family clients. The firm blends financial planning with active portfolio management across both discretionary and non‑discretionary mandates, and offers hourly and fixed‑fee planning alongside percentage‑of‑AUM advisory relationships. Service lines include portfolio management for individuals, small businesses and institutions, pension consulting support and client education through seminars and workshops. The firm reports being an active ESG investor, which is integrated into manager selection and portfolio construction for clients who prioritize environmental, social and governance criteria. Firm governance is owner‑driven (individual owner type) and the business mixes traditional wealth management with fee models that accommodate planning engagements and project work. The Capital Advisory Group Advisory Services, LLC also maintains relationships with an accountant and an insurance company as part of its broader client service and referral network.

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Public Holdings

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Location & Offices