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Capital Advisory Group, Inc.

Capital Advisory Group, Inc.. CRD 114539

Capital Advisory Group, Inc. logo

CRD: 114539

Capital Advisory Group, Inc.

Dallas, TX, 75254
9727704840
www.cagwm.com
$224.9M Total AUM
$217.2M Disc. AUM
12.2% 3Y CAGR
3 Employees
77 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Lincoln Financial · Nationwide
Clients
Retail
Platforms
InsightFrontier radial
Established Date
06-11-2003
Office Locations
1

Office Locations

5151 Belt Line Road Suite 1250 Dallas TX

About Capital Advisory Group, Inc.

Capital Advisory Group, Inc. is an independent, fee-based RIA in Dallas with a 25-year track record serving client families long-term. The firm provides wealth management, investment management, risk management, retirement planning, and legacy/estate planning for successful individuals and business owners. Portfolios emphasize ETF-based allocation, with Schwab among key custodians, and a transparent compensation model aligned to service level.

Team overview

52 AVG AGE
$112.5M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
17.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age

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Asset Classes

Foundation ridge Pioneer value Pioneer value

Client Personas

Quantum harbor Glacier

Custodian

Summit Matrix Beacon catalyst Optima oak Alpha

Investment Themes

Frontier optima Harbor momentum Matrix Meridian alpha Bridge

Investment Vehicles

Focus Pioneer matrix

Services

North unison Value Atlas meridian North quantum Pathway catalyst Ridge Wave pioneer Ridge vital

Technology

Unison Element harbor

Owner & Executives

JAMES STUART HOPSON JR

JAMES STUART HOPSON JR

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2084487
Ownership
75% or more
(524) 387-1368
horizon.ember@ridgecapital.com
in linkedin.com/in/meridian-prime

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Contacts

JUSTIN CRAIG MORGAN

JUSTIN CRAIG MORGAN

Vice President

CRD
#5766374
(752) 321-1907
eagle.peak@crestcapital.com
in linkedin.com/in/delta-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
03-17-2023
03-18-2024
03-20-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $217,221,184 $787,033
Non-Discretionary $7,722,793 $386,140
Total $224,943,977 $759,946

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Separately Managed Accounts

Total SMA Asset: $224,943,977

$224.9M Total SMA
Equity - Exchange:
23.8%
Cash:
33.5%
Municipal Bonds:
24.3%
Equity - OTC:
18.4%
Asset class Assets Assets %
Equity - Exchange $1,641,300,513 23.8%
Cash $2,310,233,915 33.5%
Municipal Bonds $1,675,781,616 24.3%
Equity - OTC $1,268,904,597 18.4%
Total $6,896,220,641 100.0%

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