AdvisorOS Directory
Claim Profile
Unclaimed Profile
JH

James Stuart Hopson

CAPITAL ADVISORY GROUP, INC.·DALLAS, Texas
Series 7, Series 63Clean record23 years registeredCAPITAL ADVISORY GROUP, INC.
5151 BELT LINE ROAD, DALLAS, TX 75254CRD# 2084487Firm CRD# 114539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Stuart Hopson · DALLAS, TX
Registration
CRD #2084487 · CAPITAL ADVISORY GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL ADVISORY GROUP, INC.
Jun 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · June 11, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL ADVISORY GROUP, INC.
CRD 114539 · SEC 801-64114
AUM
$196M
Regulatory assets under management
Employees
3
303 client accounts
Services offered by CAPITAL ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL ADVISORY GROUP, INC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Stuart Hopson offer?
James Stuart Hopson specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are James Stuart Hopson's credentials?
James Stuart Hopson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stuart Hopson located?
James Stuart Hopson is based in DALLAS, Texas, working with CAPITAL ADVISORY GROUP, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does James Stuart Hopson charge for services?
James Stuart Hopson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ADVISORY GROUP, INC.?
CAPITAL ADVISORY GROUP, INC. has approximately 3 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Michael Stephen Thomas
WEBS CREEK CAPITAL MANAGEMENT LP·DALLAS, TX
Ashley Davis Blanchette
RGT WEALTH ADVISORS, LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX
CFP
Steven Anthony Helland
SSR CAPITAL PARTNERS, LP·DALLAS, TX
Joshua Stephan Friedman
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile