| Capital Advisory Group is a RIA based in Richmond, VA with $946M in AUM and with 11 advisors nationwide. |
We combine an unusual depth of experience and access to institutional level resources to deliver high touch, client-focused investment advisory and wealth management services. As an independent, SEC Registered Investment Advisor (RIA), CapGroup is structurally and legally required to maintain fiduciary responsibility.
| Name | Start Date |
|---|---|
| Carl Allan Loden | Apr 2006 |
| Clay Eubank | Apr 2006 |
| Early, Todd, Coleman | Nov 2010 |
| French, Tommy, Ray | Apr 2006 |
| James Darwin Rorrer | Apr 2006 |
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
| Name | Title | Tenure Date |
|---|---|---|
| James Darwin Rorrer | Managing Director | 01/01/2011 |
| Clay Eubank | Managing Director | 01/01/2003 |
| William Richard Smith | Chairman, Chief Compliance Officer | 11/01/2009 |
| Early, Todd, Coleman | Managing Principal | 01/01/2011 |
| French, Tommy, Ray | Managing Director | 01/01/2011 |
No firm affiliates listed.
| Address: |
7100 Forest Avenue, Suite 301 Richmond , VA 23226 |
|---|---|
| Phone Number: | 804-648-3500 |
| Type: | Investment Adviser Firm |
| HQ: | Richmond, VA |
| Employees: | About 15 |
| Total Assets: | $946.4M |
| Website: |
| High Net Worth Individuals | |
| Individuals | |
| Charitable Organizations | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses |
No professional designations listed.
No membership associations listed.
No services listed.
