CAPGROUP INVESTMENT ADVISORS, INC.
Legal name: CAPITAL ADVISORY GROUP
CRD #105611 SEC #801-36440 RICHMOND, VA 804-648-3500
SEC Registered
Total AUM
$593.7M
Discretionary
$10.8M
Employees
--
Clients
51
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2006 | $759.5M | $27.1M | $732.4M | -- | -- |
| Sep 2005 | $593.7M | $10.8M | $583M | -- | -- |
| Nov 2003 | $622.3M | $0 | $622.3M | -- | -- |
| Oct 2001 | $509M | $0 | $509M | -- | -- |
DateFeb 2006
Total AUM$759.5M
Discretionary$27.1M
Non-Disc.$732.4M
Employees--
Clients--
DateSep 2005
Total AUM$593.7M
Discretionary$10.8M
Non-Disc.$583M
Employees--
Clients--
DateNov 2003
Total AUM$622.3M
Discretionary$0
Non-Disc.$622.3M
Employees--
Clients--
DateOct 2001
Total AUM$509M
Discretionary$0
Non-Disc.$509M
Employees--
Clients--