Justin Craig Morgan
Investment adviser representative at Capital Advisory Group, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$224.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Capital Advisory Group, Inc.Jul 2011 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Advisory Group, Inc.
$224.9MAssets managed
77Clients
2Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5766374
- Firm CRD
- 114539