CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

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Capital Advisory Group Advisory Services is based out of Bloomington. Capital Advisory Group Advisory Services is a large advisory firm with 860 clients and discretionary assets under management (AUM) of $273,913,022 (Form ADV from 2020-01-14). Their last reported 13F filing for Q4 2019 included $189,516,000 in managed 13F securities and a top 10 holdings concentration of 46.59%. Capital Advisory Group Advisory Services's largest holding is SPDR S&P 500 ETF Trust with shares held of 48,710. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 5.44%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
5270 WEST 84TH STREET SUITE 310
BLOOMINGTON MN    55437
Country: United States

Business Phone: 952-831-8243
Fax: 952-831-5563
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 860
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4),11.G
Data above was derived from SEC filings.

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