Our Relationships

TD Ameritrade Institutional

TD Institutional provides custody services for the majoirty of advisory business conducted with Capital Management Advisory Group, LLC. Having completed its recent merger with Charles Schwab in 2020, TDA Institutional remains one of the premier custodial firms providing innovation, reporting and technology platforms to independent, registered investment advisory (RIA) firms like ours.

Capital Bank & Trust

Capital Management Advisor Group, LLC uitlizes Captial Bank & Trust custodial services for specific accounts types such as 529 Plans. We may at any time add or subtract custodial firm relationship as we see fit in order to best serve the needs of our firm and clientele.

Financial Planning Association (FPA)

The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.

Based in Denver, Colo., FPA has 96 chapters throughout the country representing more than 25,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession.

 
 
Professional Resources Available Upon Request

 

 We provide referrals to professionals in the following fields:

  • estate planning attorneys
  • business planning attorneys
  • accountants
  • real estate professionals
  • mortgage brokers
  • property and casualty insurance professionals