Capital Advisory Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5151 Belt Line Rd Ste 1250, Dallas, Texa...

Phone Number

(972) 770-4840

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
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Jul
ZI Rank
1
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1
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2

About Capital Advisory Group

Capital Advisory Group, Inc. is an independently owned, fee-based wealth management firm and registered investment advisor located in Dallas, Texas, with a 25-year history of serving clients' financial needs. They specialize in investment management, risk management, retirement planning, and estate planning, aiming to provide innovative financial solutions tailored to their clients' goals. The firm is dedicated to building trust through open communication and a transparent compensation model, ensuring clients feel confident in their financial strategies. Their mission is to help successful individuals achieve financial peace of mind and navigate the complexities of wealth management.Explore more
Capital Advisory Group's Social MediaPopular SearchesCapital Advisory Group IncJames S Hopson, Jr., Inc., Dba Hopson & AssocClient Advisory Group IncHopson & AssociatesJames S Hopson Jr PCSIC Code 62,628NAICS Code 52,523Show more

Capital Advisory Group Org Chart

James Hopson, President, Chief Executive Officer & Founder at Capital Advisory Group
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President, Chief Executive Officer & Founder

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JM
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Vice President

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Advisory Group

<$5M
1-10
Private
-
1987
James Hopson, President, Chief Executive Officer & Founder at Capital Advisory Group
James HopsonPresident, CEO & Founder
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
JL
Jack LubeckerPresident and CCO
<$5M
1-10
Private
-
2000
TH
Terry HagedornFinancial Analyst
<$5M
1-10
Private
-
2003
SM
Stefanie MorganManager, Wealth
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Advisory Group.

Capital Advisory Group Tech Stack

A closer look at the technologies used by Capital Advisory Group

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Frequently Asked Questions Regarding Capital Advisory Group

What is Capital Advisory Group's official website?
Capital Advisory Group's official website is www.cagwm.com
What is Capital Advisory Group's Revenue?
Capital Advisory Group's revenue is <$5 Million
What is Capital Advisory Group's SIC code?
Capital Advisory Group's SIC: 62,628
What is Capital Advisory Group's NAICS code?
Capital Advisory Group's NAICS: 52,523
How many employees does Capital Advisory Group have?
Capital Advisory Group has 1-10 employees
What industry does Capital Advisory Group belong to?
Capital Advisory Group is in the industry of: Finance, Securities Trading
What is Capital Advisory Group competition?
Capital Advisory Group top competitors include: Navigation Retirement Group, Financial Concepts, Bagby Wealth Management, Ratcliff Financial Services
What technology does Capital Advisory Group use?
Some of the popular technologies that Capital Advisory Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Capital Advisory Group?
Capital Advisory Group contact info: Phone number: (972) 770-4840 Website: www.cagwm.com
What does Capital Advisory Group do?

Capital Advisory Group, Inc. is an independently owned, fee-based wealth management firm and registered investment advisor located in Dallas, Texas, with a 25-year history of serving clients' financial needs. They specialize in investment management, risk management, retirement planning, and estate planning, aiming to provide innovative financial s... olutions tailored to their clients' goals. The firm is dedicated to building trust through open communication and a transparent compensation model, ensuring clients feel confident in their financial strategies. Their mission is to help successful individuals achieve financial peace of mind and navigate the complexities of wealth management.Read More

What are Capital Advisory Group social media links?
Capital Advisory Group Linkedin page Capital Advisory Group Twitter page
Is Capital Advisory Group a public company?
Capital Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Capital Advisory Group

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