CAPITAL ADVISORY GROUP, INC.
SEC file number 801-64114
· DALLAS, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$196.3M
Discretionary AUM
$191.6M
Employees
3
Clients
—
Firm
- Address
- 5151 BELT LINE ROAD
DALLAS, TX 75254 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Advisory List, Inc. High name-match confidence · CIK 2158657 · CA
- Advisory Research Partners Fund, L.P. High name-match confidence · CIK 1728424 · IL
- AZ STRATEGIC ADVISORY B.V. Medium name-match confidence · CIK 2077170 · P7
- Baker Tilly Advisory Group Parent, LP Medium name-match confidence · CIK 2023900 · IL
- BDT & MSD Senior Lending - Brown Advisory Founders, LLLP Medium name-match confidence · CIK 2098576 · MD
- BDT & MSD Senior Lending - Brown Advisory Founders (TE), LLLP Medium name-match confidence · CIK 2098760 · MD
- BROWN ADVISORY ALTERNATIVE STRATEGIES, L.P. Medium name-match confidence · CIK 1354401 · MD
- Brown Advisory (Bermuda) Ltd.- Brown Advisory Alternative Strategies Fund Medium name-match confidence · CIK 1483215 · MD
- Brown Advisory (Bermuda) Ltd.-Brown Advisory Global Managers Fund Medium name-match confidence · CIK 1630991 · MD
- Brown Advisory Energy Innovation Partners 1, LLLP Medium name-match confidence · CIK 2100263 · MD
- Brown Advisory Global Focus Offshore Fund, Ltd. Medium name-match confidence · CIK 1815300 · MD
- Brown Advisory Global Focus Onshore Fund, L.P. Medium name-match confidence · CIK 1815223 · MD
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Advisory List, Inc. · D · Oct 14, 2026$260K
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Brown Advisory (Bermuda) Ltd.- Brown Advisory Alternative Strategies Fund · D/A · Jul 8, 2026
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Brown Advisory (Bermuda) Ltd.-Brown Advisory Global Managers Fund · D/A · Jul 8, 2026
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BROWN ADVISORY ALTERNATIVE STRATEGIES, L.P. · D · Feb 26, 2026
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Brown Advisory Global Focus Offshore Fund, Ltd. · D · Feb 26, 2026
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Brown Advisory Global Focus Onshore Fund, L.P. · D · Feb 26, 2026
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Advisory Research Partners Fund, L.P. · D · Jan 7, 2026
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Brown Advisory Energy Innovation Partners 1, LLLP · D · Dec 19, 2025
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BDT & MSD Senior Lending - Brown Advisory Founders, LLLP · D · Dec 11, 2025
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BDT & MSD Senior Lending - Brown Advisory Founders (TE), LLLP · D · Dec 11, 2025
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AZ STRATEGIC ADVISORY B.V. · D · Jul 15, 2025$30M
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Brown Advisory (Bermuda) Ltd.-Brown Advisory Global Managers Fund · D · Jul 9, 2025
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Baker Tilly Advisory Group Parent, LP · D · Jun 2, 2025
-
Baker Tilly Advisory Group Parent, LP · D · Jun 2, 2025
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BROWN ADVISORY ALTERNATIVE STRATEGIES, L.P. · D · Feb 27, 2025
-
Brown Advisory Global Focus Onshore Fund, L.P. · D · Feb 27, 2025
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Brown Advisory Global Focus Offshore Fund, Ltd. · D · Feb 27, 2025
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Advisory Research Partners Fund, L.P. · D · Jan 10, 2025