$46.3M Total AUM
$46.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 05-12-2008
- Office Locations
- 1
Office Locations
-- Tampa FL
About Capital Advisory Group
Capital Advisory Group Advisory Services is an RIA providing asset management and holistic planning for institutional retirement plans and for executives, retirees, and business owners. The team delivers financial, tax, risk-mitigation, and estate planning support, using technology to keep clients’ full financial picture in view and to design competitive workplace retirement plans.
Team overview
48 AVG AGE
$46.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vector Meridian Meridian
Client Personas
Ridge Zenith fusion Frontier
Custodian
Vertex zenith Matrix Oak prime Frontier radial Element capital Momentum catalyst
Investment Themes
Radial Catalyst atlas Wave capital
Investment Vehicles
Zenith value Alpha
Platform
Vital
Services
Focus Peak Eagle ridge Zenith frontier Focus Wave vector Vector prime Radial meridian Timber
Technology
Frontier insight
Owner & Executives
W
WILLIAM WESTLEY JAMES
Chief Compliance Officer, Financial Planner, Managing Member, President
- CRD
- #3073447
- Ownership
- 75% or more
(684) 874-1545
ember.quantum@timbercapital.com
in linkedin.com/in/vital-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,316,118 | $900,371 |
| Non-Discretionary | $0 | -- |
| Total | $46,316,118 | $900,371 |
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Separately Managed Accounts
Total SMA Asset: $46,316,118
Public Funds:
26.1% Equity - Exchange:
19.8% Cash:
54.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,871,619,432 | 26.1% |
| Equity - Exchange | $1,419,849,225 | 19.8% |
| Cash | $3,879,487,023 | 54.1% |
| Total | $7,170,955,680 | 100.0% |