THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
SEC file number 801-69464
· BLOOMINGTON, MN
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
$277.1M
Discretionary AUM
$277.1M
Employees
6
Clients
6
Firm
- Address
- 5270 WEST 84TH STREET
BLOOMINGTON, MN 55437 - 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)
- SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
- Deloitte Financial Advisory Services LLP Medium name-match confidence · CIK 1590831 · NY
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Deloitte Financial Advisory Services LLP · D/A · Sep 15, 2026
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SB Advisory Partners LLC · D · Feb 19, 2026$8M
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Deloitte Financial Advisory Services LLP · D/A · Jan 22, 2026
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Deloitte Financial Advisory Services LLP · D · Jan 22, 2026
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Deloitte Financial Advisory Services LLP · D/A · Sep 18, 2025
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Deloitte Financial Advisory Services LLP · D/A · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D/A · Jan 23, 2025
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Deloitte Financial Advisory Services LLP · D · Jan 23, 2025