This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Lincoln Financial · Nationwide
- Clients
- Retail
- Platforms
- InsightFrontier radial
- Established Date
- 06-11-2003
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES STUART HOPSON JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2084487
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JUSTIN CRAIG MORGAN
Vice President
- CRD
- #5766374
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $217,221,184 | $787,033 |
| Non-Discretionary | $7,722,793 | $386,140 |
| Total | $224,943,977 | $759,946 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $224,943,977
| 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% |