The Capital Advisory Group Advisory Services, LLC
The Capital Advisory Group Advisory Services, LLC is an SEC-registered mass-market adviser in Phoenix, AZ with $538.8M assets under management (AUM, regulatory AUM), +34% over one year. See who owns The Capital Advisory Group Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140551, SEC 801-69464, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $538.8M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 7
- Clients
- 1,424
- CRD
- 140551
- Ownership
- MACHTIG, BRETT, ALLEN; WATKIN, HAYDEN, CLIFFORD; HOKR, THOMAS, RALPH; CELLA, RICHARD, CARMINE; LYNCH, DENNIS, PATRICK
How much AUM does The Capital Advisory Group Advisory Services, LLC have?
The Capital Advisory Group Advisory Services, LLC reported $538.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns The Capital Advisory Group Advisory Services, LLC?
Disclosed owners and executives of The Capital Advisory Group Advisory Services, LLC include MACHTIG, BRETT, ALLEN, WATKIN, HAYDEN, CLIFFORD, HOKR, THOMAS, RALPH, CELLA, RICHARD, CARMINE, LYNCH, DENNIS, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.