Investment adviser · CRD 152566
RIA ADVISORY GROUP, LLC
Investment adviser filing (IA)
DES MOINES, IA, United States · Form ADV filed Jun 23, 2026
- Regulatory AUM
- $568M Form ADV · Item 5.F
- Client accounts
- 3,228 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 25 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 |
|---|---|---|---|
| Individuals | 1,867 | $316,419,568 | 55.7% |
| High-net-worth individuals | 101 | $241,814,598 | 42.5% |
| Corporations & businesses | 25 | $9,177,896 | 1.6% |
| Retirement plans | Fewer than 5 | $967,233 | 0.2% |
Filing source
Form ADV 2114408 · Jun 23, 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: Jun 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
500 SW 7TH STREET, SUITE 204DES MOINES, IA, 50309, United States
CRD 152566
Filing source
Form ADV 2114408 · Jun 23, 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.