RIA · CRD 140551SEC-Registered

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THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser in Phoenix, AZ, registered since 2008. The firm manages $539 million...

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser in Phoenix, AZ, registered since 2008. The firm manages $539 million in assets, with $517 million on a discretionary basis. It has 7 employees and 7 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls investment decisions at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC?

The firm does not publicly name any investment committee members, chief investment officer, or principal decision-maker. SEC filings list the firm as a limited liability company but provide no details on its management structure. This lack of transparency makes it impossible to attribute any investment strategy to a specific individual.

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