CONE ADVISORY GROUP, INC. - Investment Adviser Firm

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Part 2

CONE ADVISORY GROUP, INC. ( CRD # 316457 )

CONE ADVISORY GROUP, INC, CONE ADVISORY GROUP, INC.

Exemption from brochure delivery requirements for SEC-registered advisers

SEC rules exempt SEC-registered advisers from delivering a firm brochure to some kinds of clients. If these exemptions excuse you from delivering a brochure to all of your advisory clients, you do not have to prepare a brochure.

Are you exempt from delivering a brochure to all of your clients under these rules?

YES

Note: These documents are available as Portable Document Format (PDF) files. If you do not have the Adobe Acrobat Reader to view PDF files, please click here to download.

Brochure Name	Date Submitted
CONE JR ADV 2B	3/12/2025
CONE ADVISORY GROUP, INC ADV DISCLOSURE BROCHURE	2/10/2025
ADV 2B CONE	2/10/2025