CONE ADVISORY GROUP, INC.

CONE ADVISORY GROUP, INC. of AYDEN, NC is an SEC-registered investment adviser (CRD 316457). Regulatory assets under management: $17.3M.

Registration

• CRD: 316457
• Type: Registered investment adviser
• Location: 556 THIRD STREET, AYDEN, NC, 28513
• Phone: 252-746-6785
• Latest filing: 2026-04-01
• Regulatory AUM: $17.3M
• Discretionary AUM: $17.0M
• Non-discretionary AUM: $323K
• Clients: 2
• Accounts: 211

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316457 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search