CRD: 140551
THE Capital Advisory Group Advisory Services, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-31-2006
- Office Locations
- 1
Office Locations
About THE Capital Advisory Group Advisory Services, LLC
The Capital Advisory Group Advisory Services is a registered investment adviser serving institutional retirement plans and families, with a focus on retirees, executives, and business owners. The team provides integrated financial planning and asset management, including tax guidance, risk mitigation, and estate planning, designed to help clients stay on track through market downturns. Tech-enabled approach with fast, high-touch access; Minnesota roots with offices in MN and AZ.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRETT ALLEN MACHTIG
Financial Advisor, Founder, General Partner, Managing Member, Managing Partner
- CRD
- #1420080
- Ownership
- 75% or more
MICHAEL JOSEPH RUGGIERI
Chief Compliance Officer
- CRD
- #2652152
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,291,199 | $316,968 |
| Non-Discretionary | $21,556,005 | $118,440 |
| Total | $538,847,204 | $297,049 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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