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Our Relationships

Capital Bank & Trust Company

Capital Management Advisor Group, LLC uitlizes Captial Bank & Trust Company services for a significant portion of our advisory business.

Charles Schwab Advisory Services

Charles Schwab provides additional custody services for a portion of our advisory business. 

We may at any time add or subtract custodial and trust firm relationships as we see fit in order to best serve the needs of our firm and clientele.

Capital Group Private Client Services

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.

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