CAPITAL ADVISORY GROUP, LLC
Legal name: CAPITAL ADVISORY GROUP
CRD #139874 SEC #801-66418 RICHMOND, VA 804-648-3500
SEC Registered
Total AUM
$946.4M
Discretionary
$226.5M
Employees
11
Clients
11
Accounts
356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $1.2B | $308.2M | $850M | 15 | 190 |
| Nov 2013 | $981.9M | $239.8M | $742M | 14 | 130 |
| Sep 2013 | $981.9M | $239.8M | $742M | 14 | 130 |
| May 2013 | $981.9M | $239.8M | $742M | 14 | 130 |
| Apr 2013 | $981.9M | $239.8M | $742M | 14 | 130 |
| Nov 2012 | $946.4M | $226.5M | $720M | 15 | 200 |
| Oct 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Aug 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Jun 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| May 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| May 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| May 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Apr 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Mar 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Mar 2012 | $946.4M | $226.5M | $720M | 11 | 200 |
| Jul 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| Jun 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| May 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| Apr 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| Apr 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| Mar 2011 | $1.1B | $260.7M | $797.8M | -- | -- |
| Apr 2010 | $988M | $240.9M | $747.1M | -- | -- |
| Apr 2007 | $889.9M | $47.2M | $842.7M | -- | -- |
| Mar 2007 | $889.9M | $47.2M | $842.7M | -- | -- |
| Mar 2006 | $759.5M | $27.1M | $732.4M | -- | -- |
DateMar 2014
Total AUM$1.2B
Discretionary$308.2M
Non-Disc.$850M
Employees15
Clients190
DateNov 2013
Total AUM$981.9M
Discretionary$239.8M
Non-Disc.$742M
Employees14
Clients130
DateSep 2013
Total AUM$981.9M
Discretionary$239.8M
Non-Disc.$742M
Employees14
Clients130
DateMay 2013
Total AUM$981.9M
Discretionary$239.8M
Non-Disc.$742M
Employees14
Clients130
DateApr 2013
Total AUM$981.9M
Discretionary$239.8M
Non-Disc.$742M
Employees14
Clients130
DateNov 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees15
Clients200
DateOct 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateAug 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateJun 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateMay 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateMay 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateMay 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateApr 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateMar 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateMar 2012
Total AUM$946.4M
Discretionary$226.5M
Non-Disc.$720M
Employees11
Clients200
DateJul 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateJun 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateApr 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateApr 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$260.7M
Non-Disc.$797.8M
Employees--
Clients--
DateApr 2010
Total AUM$988M
Discretionary$240.9M
Non-Disc.$747.1M
Employees--
Clients--
DateApr 2007
Total AUM$889.9M
Discretionary$47.2M
Non-Disc.$842.7M
Employees--
Clients--
DateMar 2007
Total AUM$889.9M
Discretionary$47.2M
Non-Disc.$842.7M
Employees--
Clients--
DateMar 2006
Total AUM$759.5M
Discretionary$27.1M
Non-Disc.$732.4M
Employees--
Clients--