“The Focus transaction has allowed us to add to our professional staff, to enhance and broaden our investment consulting capabilities, while the delivery of our services has remained completely under our control.”
– W. Richard Smith, III, CEO, Capital Advisory Group, Richmond, VA • Focus Partner since January ’06

Based in Richmond, VA, CapGroup serves both mid-market institutional clients and high-net-worth individuals and families. Led by founder Dick Smith, CapGroup is a charter member of the Independent Adviser Group of Callan Associates, Inc., the nation’s largest private investment management consulting firm. CapGroup has developed an open architecture investment consulting process to serve the investment management and fiduciary compliance needs of stewards of wealth.