CAPITAL ADVISORY GROUP, INC.
CRD #114539 SEC #801-64114 DALLAS, TX 972-770-4840
SEC Registered
Total AUM
$215.8M
Discretionary
$210.7M
Employees
3
Clients
10
Accounts
292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $215.8M | $210.7M | $5.1M | 3 | 0 |
| Mar 2024 | $196.3M | $191.6M | $4.7M | 3 | 0 |
| Mar 2023 | $159.1M | $159.1M | $0 | 3 | 0 |
| Mar 2022 | $170.8M | $170.8M | $0 | 3 | 0 |
| Mar 2021 | $170.6M | $165.9M | $4.7M | 3 | 0 |
| Jun 2020 | $151.8M | $147M | $4.8M | 3 | 0 |
| Mar 2020 | $151.8M | $147M | $4.8M | 3 | 0 |
| Mar 2019 | $133.3M | $128.6M | $4.8M | 3 | 0 |
| Mar 2018 | $132.5M | $127.8M | $4.7M | 3 | 0 |
| Mar 2017 | $135.5M | $130.9M | $4.7M | 2 | 26 |
| Sep 2016 | $112.5M | $108M | $4.5M | 2 | 26 |
| Jul 2016 | $112.5M | $108M | $4.5M | 3 | 26 |
| Mar 2016 | $112.5M | $108M | $4.5M | 3 | 26 |
| Mar 2015 | $121.1M | $118.2M | $2.9M | 3 | 26 |
| Mar 2014 | $110.5M | $108.5M | $2M | 2 | 26 |
| Mar 2013 | $100.4M | $98.6M | $1.8M | 1 | 26 |
| Mar 2012 | $91.5M | $89.9M | $1.6M | 1 | 26 |
| Mar 2011 | $90.9M | $87.2M | $3.7M | 5 | -- |
| Mar 2008 | $86.5M | $86.5M | $0 | 5 | -- |
| Mar 2007 | $82.6M | $82.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$215.8M
Discretionary$210.7M
Non-Disc.$5.1M
Employees3
Clients0
DateMar 2024
Total AUM$196.3M
Discretionary$191.6M
Non-Disc.$4.7M
Employees3
Clients0
DateMar 2023
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$170.6M
Discretionary$165.9M
Non-Disc.$4.7M
Employees3
Clients0
DateJun 2020
Total AUM$151.8M
Discretionary$147M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2020
Total AUM$151.8M
Discretionary$147M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2019
Total AUM$133.3M
Discretionary$128.6M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2018
Total AUM$132.5M
Discretionary$127.8M
Non-Disc.$4.7M
Employees3
Clients0
DateMar 2017
Total AUM$135.5M
Discretionary$130.9M
Non-Disc.$4.7M
Employees2
Clients26
DateSep 2016
Total AUM$112.5M
Discretionary$108M
Non-Disc.$4.5M
Employees2
Clients26
DateJul 2016
Total AUM$112.5M
Discretionary$108M
Non-Disc.$4.5M
Employees3
Clients26
DateMar 2016
Total AUM$112.5M
Discretionary$108M
Non-Disc.$4.5M
Employees3
Clients26
DateMar 2015
Total AUM$121.1M
Discretionary$118.2M
Non-Disc.$2.9M
Employees3
Clients26
DateMar 2014
Total AUM$110.5M
Discretionary$108.5M
Non-Disc.$2M
Employees2
Clients26
DateMar 2013
Total AUM$100.4M
Discretionary$98.6M
Non-Disc.$1.8M
Employees1
Clients26
DateMar 2012
Total AUM$91.5M
Discretionary$89.9M
Non-Disc.$1.6M
Employees1
Clients26
DateMar 2011
Total AUM$90.9M
Discretionary$87.2M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2008
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$82.6M
Discretionary$82.6M
Non-Disc.$0
Employees5
Clients--