The CEFEX Seal of Excellence: In an era of financial industry scandals, confidence in your advisor is more important than ever. It is our mission to provide our Clients the highest possible levels of fiduciary governance in the management of their investment funds, and our services are centered on the investment best practices set forth in the Global Fiduciary Standard of Excellence (the Standard). Read more...

Capital Advisory Group was founded in 1983 as an independent registered investment adviser, owned by its senior professionals. We have evolved through the years into a preeminent regional firm with specialized practices serving the asset management and investment consulting needs of high net worth families and middle market institutional investors, such as pensions, 401k plans and charitable foundations. Our association with Focus Financial Partners, LLC was established in 2006 to enhance our services and to ensure the continuity of our firm as an independent investment adviser.

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