CAPITAL ADVISORY GROUP, INC.
CAPITAL ADVISORY GROUP, INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 114539). Regulatory assets under management: $224.9M.
Registration
- CRD: 114539
- SEC file number: 801-64114
- Type: Registered investment adviser
- Location: 5151 BELT LINE ROAD, SUITE 1250, DALLAS, TX, 75254
- Phone: 972-770-4840
- Latest filing: 2026-03-30
- Regulatory AUM: $224.9M
- Discretionary AUM: $217.2M
- Non-discretionary AUM: $7.7M
- Clients: 3
- Accounts: 296
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James Stuart Hopson | PRESIDENT, CEO, CCO | — |
| HOPSON JAMES STUART | CEO,CFO,CCO,DIRECTOR; CEO,CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO, CCO | — |
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