# Capital Advisory Group

> Capital Advisory Group is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 147192
- Filed as: CAPITAL ADVISORY GROUP
- Legal name: CAG Tampa, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147192
- AdvisorCensus page: https://advisorcensus.com/firm/capital-advisory-group-147192

## Quick answers

**How is Capital Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Advisory Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Capital Advisory Group registered with the SEC or a state?**
Capital Advisory Group is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 147192.

**How much does Capital Advisory Group manage?**
Capital Advisory Group reports $46,316,118 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Capital Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (7).

**Does Capital Advisory Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147192

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,316,118
- Discretionary: $46,316,118
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,731,583 |
| High net worth individuals | 7 | $15,689,005 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $21,617,772 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,277,758 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Advisory Group (CRD 147192): Form ADV filing data as of October 2026.