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CONE ADVISORY GROUP, INC.

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Client assets under management

$15,959,000

Clients

208

8% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

104

Very High

Average account size

$76,726

About

Cone Advisory Group, Inc. advises individual and high‑net‑worth clients as well as pension and profit‑sharing plans, overseeing roughly $17.3 million for about 200 clients. The firm offers discretionary and non‑discretionary portfolio management alongside financial planning and consulting services.

Investment implementation emphasizes mutual funds and ETFs and largely relies on model portfolios and third‑party money managers rather than in‑house security‑level analysis. For certain clients, Cone places assets in a co‑advisory arrangement that grants discretionary authority to an outside manager while Cone continues client onboarding, monitoring, and advice.

Distinctive elements include that persons providing advice are licensed insurance agents who may receive commission‑based compensation for selling insurance products in addition to advisory fees, a practice the brochure identifies as a potential conflict of interest. The firm also routinely directs brokerage to Charles Schwab Institutional and uses a fee‑sharing co‑advisory structure with its third‑party manager, which can affect trade execution and how fees are collected.

Client services

Financial planning Portfolio management Selection of other advisers Advisory consulting

Expertise

General retirement planning Income planning Cash flow / budgeting General tax planning Wealth management

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Fee options

Fixed

Fixed fees ranging between $500 and $5,000

Percentage

$0 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 0.50% Over $2,500,001+: 0.35%

Commissions

Insurance commissions for selling insurance products, separate from advisory fees.

Project-based

$250 per hour

Main office location

CONE ADVISORY GROUP, INC.

556 Third Street

Ayden NC 28513, United States

Number of offices

1

Most active in

More info

North Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 252-746-6785

Advisors at this firm

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Curtis C

Series 63, Series 65

Ayden, NC

CONE ADVISORY GROUP, INC.

Curtis Cone is a financial advisor with CONE ADVISORY GROUP, INC., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Symmetry Partners, and The Journeys Group. Outside of advisory work, he is a licensed insurance agent and manages several real estate-related business entities. CONE ADVISORY GROUP, INC. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension/profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

General retirement planning Income planning Cash flow / budgeting General tax planning Wealth management
user avatar

Curtis C

Series 65

Ayden, NC

CONE ADVISORY GROUP, INC.

Curtis Cone is a financial advisor at Cone Advisory Group, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with Cone Advisory Group since 2018. Prior to his advisory career, he worked at Skylight Inn BBQ and studied at East Carolina University. Cone Advisory Group, Inc. is a state-registered advisory firm serving individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm offers portfolio management, financial planning, and consulting services, primarily using model portfolios and third-party money managers.

General retirement planning Income planning Cash flow / budgeting General tax planning Wealth management
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