C
$17.3M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
2 Employees
208 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2021
- Office Locations
- 1
Office Locations
556 Third Street Ayden NC
About Cone Advisory Group, Inc.
Cone Advisory Group, Inc. is a boutique RIA in Ayden, NC focused on retirement planning for individuals and families, including business owners, entrepreneurs, farmers, and pre-retirees/retirees. The firm combines financial planning with customized investment management, portfolio diversification, and insurance guidance, adjusting plans over time as goals and risk tolerance change. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$83.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
C
CURTIS DEAN CONE
Chief Compliance Officer, President
- CRD
- #1684250
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CURTIS DEAN CONE JR.
--
- CRD
- #7905256
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,002,000 | -- |
| Non-Discretionary | $323,000 | -- |
| Total | $17,325,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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