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Capital Advisory Group, Inc.
SEC-regulated
Registered investment advisor
Capital Advisory Group, Inc. is a Dallas-based wealth management firm established in 1990 by James S. Hopson, Jr., MBA, CPA, CFP®. The firm offers financial planning and investment advisory services, managing assets totaling $210,679,165 for approximately 72 families, individuals, and trusts. Services include retirement planning, estate planning, tax planning, and insurance planning on a comprehensive or specific basis. Clients have investment discretion and can establish restrictions in their Investment Policy Statement. CAG charges
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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