CAG TAMPA, LLC

CAPITAL ADVISORY GROUP
TAMPA, Florida·3 registered advisors·CRD# 147192
SEC# 801-69161813-254-1070
01

Firm Overview

AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
Compensation
Percentage of AUM
Other: CLIENT SPECIAL REQUESTS AS DETERMINED PRIOR TO ENGAGEMENT.
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAG TAMPA, LLC

3 registered advisors
Cheryl Emery Gardner
TAMPA, Florida
William Edison James
TAMPA, Florida
William Westley James
TAMPA, Florida
05

Office Locations

TAMPA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. CAG TAMPA, LLC (CRD# 147192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.