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R•••••• CAPITAL ADVISORY GROUP, LLC, CRD 123047
LANSING, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J•••••• P••••••• | Chartered Financial Analyst | Vero Beach, FL | LANSING, MI | 19 | 21 | n/a | yes |
| T••••• W•••••• | Certified Financial Planner | Detroit, MI | LANSING, MI | 17 | 19 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| P••••• J••• | CHIEF FINANCIAL OFFICER | Na | yes | 01/2009 | Sep 2, 2026 | Sep 2, 2026 |
| P•••••••• J•••••• | CHIEF INVESTMENT OFFICER | Na | yes | 01/2009 | Sep 2, 2026 | Sep 2, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| R•••••• F•••••••• N••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| R•••••• I•••••••• G••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| GRAND RAPIDS | Mi | United States | 5 | yes |
| Troy | Mi | United States | 4 | yes |
| Stuart | FL | United States | 3 | yes |
| VERO BEACH | FL | United States | 3 | yes |
| ANN ARBOR | Mi | United States |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 2.4% | 0 | 0 | 0 | 12 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.3B | $4.3B | 23.4% | $3.0B | 20.1% | 39 | 36 | 13 | 13 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 2 | Sep 27, 2019 | Sep 27, 2019 | LANSING, MI | Team lift out | RIA to ibd | 8.7% |
| D••• R••• • C••••••• L•• | 2 | Dec 31, 2017 |
| yes |
| D•••••• A•••• B••••• | Certified Financial Planner | ANN ARBOR, MI | JACKSON, MI | LANSING, MI | 16 | 34 | n/a | yes |
| G••••• J••• W••••••• | n/a | LANSING, MI | TROY, MI | 16 | 42 | n/a | no |
| L••• T•••• | n/a | LANSING, MI | 16 | 26 | n/a | yes |
| J•••• J••••• G••••• | n/a | Tawas City, MI | LANSING, MI | 16 | 28 | n/a | yes |
| D••••• J••• K••••• | Certified Financial Planner | GRAND RAPIDS, MI | LANSING, MI | 16 | 22 | 2 | yes |
| R••••• L•••• K••••••• | Certified Financial Planner | LANSING, MI | GRAND RAPIDS, MI | 16 | 32 | n/a | yes |
| K•••• D•••••• H••••• | Certified Financial Planner | Troy, MI | LANSING, MI | 16 | 28 | n/a | yes |
| R••• S••••••• | Certified Financial Planner | LANSING, MI | TRAVERSE CITY, MI | 16 | 24 | n/a | yes |
| K••••••••• M••••••• B•••• | n/a | LANSING, MI | 15 | 24 | n/a | yes |
| J•• B•••• B••••• | Certified Financial Planner | TRAVERSE CITY, MI | LANSING, MI | 15 | 32 | 1 | no |
| J•••••••• M••••••• M••••• | n/a | LANSING, MI | Vero Beach, FL | 15 | 23 | 5 | yes |
| N••••• A••• S••••••• | n/a | LANSING, MI | 13 | 18 | 1 | yes |
| A••• K••••••• G••••• | n/a | GRAND RAPIDS, MI | LANSING, MI | 12 | 15 | 1 | yes |
| S•••• M•••••• | Certified Financial Planner | Troy, MI | LANSING, MI | 10 | 10 | n/a | no |
| J••••• J••• Z••••• | n/a | Saginaw, MI | LANSING, MI | 9 | 22 | 3 | yes |
| R••• P••••• H••••• | n/a | LANSING, MI | Saginaw, MI | 6 | 11 | n/a | yes |
| S•••• W••••• | Certified Financial Planner|Personal Financial Specialist | TAWAS CITY, MI | LANSING, MI | 4 | 12 | 1 | yes |
| D•••• C• C••• | n/a | LANSING, MI | GRAND RAPIDS, MI | 4 | 11 | n/a | yes |
| J•••• G•••••• | Certified Financial Planner | LANSING, MI | Detroit, MI | 3 | 10 | 4 | no |
| T•••• W••• | Certified Financial Planner | Ann Arbor, MI | LANSING, MI | 3 | 12 | n/a | yes |
| M•• W•••••••• | Chartered Financial Analyst | Troy, MI | LANSING, MI | 3 | 14 | 1 | no |
| W•••••• L•••• L•••• | Certified Financial Planner | LANSING, MI | Vero Beach, FL | 2 | 10 | 1 | no |
| D•••• A••• L•••••• | Certified Financial Planner | LANSING, MI | TROY, MI | 2 | 11 | 1 | no |
| Member |
| E |
| yes |
| 01/2001 |
| Sep 2, 2026 |
| Sep 2, 2026 |
| S•••••••• N•••••• A••• | CHIEF COMPLIANCE OPPERATIONS OFFICER | Na | yes | 01/2014 | Sep 2, 2026 | Sep 2, 2026 |
| S•••••••• R••• | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2021 | Sep 2, 2026 | Sep 2, 2026 |
| F••••••• A••• E• | CHIEF OPERATIONS OFFICER | Na | yes | 01/2015 | Mar 26, 2015 | Mar 29, 2024 |
| R•••••• | Member | D | yes | 01/2001 | Dec 20, 2011 | Mar 29, 2024 |
| n/a |
| n/a |
| n/a |
| N |
| no |
| n/a |
| yes |
| Saginaw | Mi | United States | 2 | yes |
| TAWAS CITY | Mi | United States | 2 | yes |
| TRAVERSE CITY | Mi | United States | 2 | yes |
| BONITA SPRINGS | FL | United States | 1 | yes |
| Orlando | FL | United States | 1 | yes |
| Detroit | Mi | United States | 1 | yes |
| TRAVERSE CITY | Mi | United States | 1 | no |
| Mar 30, 2026 |
| $5.3B |
| $4.0B |
| 39 |
| 39 |
| 13 |
| n/a |
| n/a |
| 2024 | Mar 31, 2025 | $4.3B | $3.2B | 36 | 36 | 13 | n/a | n/a |
| 2023 | Mar 29, 2024 | $3.8B | $2.7B | 36 | 36 | 12 | n/a | n/a |
| 2022 | Mar 29, 2023 | $3.0B | $2.2B | 34 | 33 | 13 | n/a | n/a |
| 2021 | Mar 30, 2022 | $2.8B | $1.8B | 33 | 32 | 13 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.6B | $1.8B | 37 | 37 | 14 | n/a | n/a |
| 2019 | Mar 31, 2020 | $2.5B | $1.8B | 35 | 35 | 16 | n/a | n/a |
| 2018 | Mar 29, 2019 | $2.0B | $1.5B | 35 | 35 | 16 | n/a | n/a |
| 2017 | Mar 28, 2018 | $3.9B | $1.8B | 35 | 35 | 13 | n/a | n/a |
| 2016 | Mar 29, 2017 | $3.5B | $2.2B | 48 | 48 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $3.7B | $1.1B | 47 | 47 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $3.0B | $1.2B | 49 | 49 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $2.4B | $1.1B | 46 | 45 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $2.1B | $948M | 45 | 44 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $1.2B | $798M | n/a | n/a | n/a | n/a | n/a |
| LANSING, MI |
| Team lift out |
| Other |
| 8.0% |
| E•••••••• A•••••••• L•• | 3 | Apr 12, 2016 | Sep 25, 2017 | LANSING, MI | Team lift out | Other | 9.1% |