The Capital Advisory Group LLC

The Capital Advisory Group LLC is a financial advisory firm based in Bloomington, Minnesota. The company employs a small team of four individuals and generates revenue exceeding $10,000 annually. The Capital Advisory Group specializes in providing financial planning and asset management services to high-net-worth individuals, retirees, and business owners. They assist clients with a wide range of financial needs, including financial planning, asset management, tax guidance, risk mitigation, and estate planning. Their 401(k) Capital Advisory Group division offers independent advisory services for retirement plans and pensions. The company distinguishes itself through its personalized approach, aiming to act as a "personalized Chief Financial Officer" for clients. They emphasize a fee-for-service model, believing it aligns their interests with those of their clients. This structure ensures that their compensation is directly tied to the growth of client portfolios. Individuals interested in connecting with The Capital Advisory Group can reach them by phone at 952-831-8243 or visit their website at cagcos.com. Securities are offered through Investors Capital Corp. at 800-949-1422.