Investment adviser · CRD 170043
PRIVATE ADVISORY
Investment adviser filing (IA)
PRIVATE ADVISORY GROUP LLC
REDMOND, WA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $2.14B Form ADV · Item 5.F
- Client accounts
- 3,217 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 319 | $1,770,898,394 | 82.6% |
| Individuals | 596 | $330,132,084 | 15.4% |
| Corporations & businesses | 14 | $43,225,204 | 2.0% |
| Charities | Fewer than 5 | $400,721 | 0.0% |
Filing source
Form ADV 2126155 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
16880 NE 79TH STREETREDMOND, WA, 98052, United States
CRD 170043
Filing source
Form ADV 2126155 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.