Capital Advisory Group Inc
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.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
61
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- EM
Emily Matson
Senior Accountant · Finance & Accounting
EmailPhone - JZ
Jeff Zufall
President - Senior Tax Strategist & Financial Advisor · Other
EmailPhone - BS
Brendan Staed
Ap Ar Administrator & Wealth Management Assistant · Operations
EmailPhone - EM
Ellen Miller
Senior Payroll Specialist · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Capital Advisory Group Inc
4 distinct titles indexed · top 4 shown.
- 2senior accountant
- 1ap ar administrator & wealth management assistant
- 1president - senior tax strategist & financial advisor
- 1senior payroll specialist
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