This Business Is Not BBB Accredited

The Capital Advisory Group, LLC

The Capital Advisory Group, LLC

(952) 831-8243

The Capital Advisory Group, LLC

6 years in business
5270 W 84th St Ste 310
Bloomington, MN 55437-1385
Fax Numbers
  • (850) 650-0802
  • (952) 400-4900
Additional Phone Numbers
  • (800) 548-1820
  • (978) 777-6554
BBB File Opened: 11/08/2010
Business Started: 11/08/2010
Business Started Locally: 11/08/2010
Business Management
  • Brett Machtig, Founding Partner, Registered Rep
  • Roger Anderson, Managing Partner, Registered Representative
  • David Denniston, Managing Partner, Registered Representative
  • Thomas Hokr, Founding Partner, Registered Representative
  • Chris Sherwin, Managing Partner, Registered Representative
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Insurance Agency
  • Insurance Agents
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Insurance - Disability
  • Insurance Consultants
  • Investment Advisory Service
  • Investment Securities
  • Retirement Planning Service
  • Insurance Services
  • Investment Management
  • Insurance - Employee Benefits
  • Consultant - Employee Benefit Plans
  • Employee Benefit Plans

Products & Services
According to information provided by The Capital Advisory Group, which helps retirees, business owners and professionals with financial planning, asset management, tax guidance, risk mitigation, and estate planning.
Service Area
Alternate Business Names
  • Machtig & Associates Ins Services



The Capital Advisory Group specializes in private asset management and retirement services. The Capital Advisory Group is a team of accountants, 401(k) specialists, attorneys, insurance specialists and investment professionals ready to help you.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

The Capital Advisory Group, LLC


The Capital Advisory Group, LLC

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