“We are a Private Asset Management Group specializing in managing 401(k)s and helping retirees, business owners and professionals with financial planning, asset management, tax risk management, and estate planning. We have advisors that manage accounts from $75,000 to $100 million.”

"The Idea" Behind Our Company

Based upon applying sound financial principles, each person in our company serves our clients so that they see us as their “trusted advisor”. Our investments are managed conservatively, supported by academic research, unbiased, independent, and proactive.

Our mission is simple: to provide personalized investment advice that helps minimizes our clients’ financial concerns and maximizes their asset protection. Founding partners, Tom Hokr and Brett Machtig, understand that every client has unique needs. Our role is to help you make smart and well-informed decisions about your investments while providing you greater financial independence.

  • Our goal is to help enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility.
  • We are affiliated with Investors Capital, Pershing and Bank of New York.
  • Our clients are business owners and professionals, including physicians, dentists, and engineers. They are financially successful, experienced, and prudent investors with at average net worth of $1 million dollars.
While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to Capital Advisory Group, LLC to help preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.

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