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THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

PHOENIX, AZ · CRD 140551 · IAPD ↗ · brettmachtig.com · 952-831-8243

$538.8MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
19States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2026 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC (PHOENIX, AZ) left the SEC roster (was $538.8M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2026 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC crossed $500M in regulatory AUM ($402.8M -> $538.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
August 2025 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC moved its main office from BLOOMINGTON, MN to PHOENIX, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
March 2025 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC reported RAUM up 45% ($277.1M -> $402.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
March 2024 — THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC changed its website from cagcos.com to brettmachtig.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.