NetworkยทFamily Office

Capital Advisory Group, INC.

Unclaimed

๐Ÿ“ DALLAS, TX

Family Office
www.cagwm.com โ†—

SEC CRD #801-64114

About

Home (972)770-4840 Changing your perspective Putting your interests' first We are an independently owned, fee based, wealth management firm and registered investment advisor located in Dallas, Texas with a 25 year history of successfully serving our clients financial needs. We know that making money and knowing what to do with it are two very different skills and that is why we exist as financial advisors; To help lift the burden of managing your wealth and to help guide you to a successful financial outcome in life. Investment Management + Risk Management + Retirement Planning + Legacy Estate Planning + Wealth Management + Our Relationship With You We seek to know and understand your financial situation and provide you with only quality information, services, and strategies to help you reach your goals. We strive to achieve this in a number of ways. We constantly aim for the highest possible quality in the service, advice and investment management we offer our clients. Our passion to deliver superior service is why we have the privilege of serving some of the same client families for more than 25 years, one client at a time. We combine specialized knowledge and our experience of a wide range of successful planning and investment strategies in seeking to provide innovative financial solutions. We are committed to finding the right solutions for our clients and can actively adapt to changing markets and client needs. What A Client Experiences With Us We help successful people,

Key Contact

JS

JAMES S. HOPSON JR.

PRESIDENT AND CCO

๐Ÿ“ž (972) 770-4840

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Geographic Focus

dallastexas
โ„น

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AUM

$225M

Location

DALLAS, TX

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