Capital Advisory Group

Financial Services • 281 Clarkson Rd, Suite 102, United States • 1-10 Employees

Company overview

Headquarters	281 Clarkson Rd, Suite 102, Ellisville, Missouri 63011, US
Phone number	+16363945524
Website	capitaladvisorygrp.com
NAICS	52
SIC	621
Keywords	Tax Planning, Tax Preperation, Tax Strategy
Founded	1976
Employees	1-10
Socials

Key Contact at Capital Advisory Group

Jeff Zufall

President - Senior Tax Strategist & Financial Advisor

Capital Advisory Group Email Formats

Capital Advisory Group uses 2 email formats. The most common is {first name} (e.g., john@capitaladvisorygrp.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@capitaladvisorygrp.com	66.7%
{first initial}	j@capitaladvisorygrp.com	33.3%

About Capital Advisory Group

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capital Advisory Group Inc is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Independent financial services firm headed by a father-son team in business for over 40 years. Unique structure with Broker-Dealer allows for exposure to both traditional investment advisory practice as well as an exciting business tax strategy and planning practice.

Capital Advisory Group revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

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Employees by Department

Capital Advisory Group has 7 employees across 3 departments.

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Number of employees

Funding Data

Capital Advisory Group has never raised funding before.

Capital Advisory Group Tech Stack

Discover the technologies and tools that power Capital Advisory Group's digital infrastructure, from frameworks to analytics platforms.

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Google Maps

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Microsoft 365

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Miscellaneous

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Frequently asked questions

Capital Advisory Group is located in 281 Clarkson Rd, Suite 102, US.

You can reach Capital Advisory Group at +16363945524.

Capital Advisory Group was founded in 1976, making it 50 years old. The company has established itself as a significant player in its industry over this time.

Capital Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capital Advisory Group

Jeff Zufall

President - Senior Tax Strategist & Financial Advisor

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