Investment adviser · CRD 109558
THE FINANCIAL ADVISORY GROUP, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Mar 23, 2024
- Regulatory AUM
- $1.24B Form ADV · Item 5.F
- Client accounts
- 2,434 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 10 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 | 322 | $1,193,083,131 | 96.4% |
| Individuals | 57 | $16,785,412 | 1.4% |
| Charities | 5 | $14,406,991 | 1.2% |
| Retirement plans | 10 | $12,343,871 | 1.0% |
| Corporations & businesses | 5 | $1,493,014 | 0.1% |
Filing source
Form ADV 1853443 · Mar 23, 2024 · 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: Mar 23, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5599 SAN FELIPE, SUITE 900HOUSTON, TX, 77056, United States
CRD 109558
Filing source
Form ADV 1853443 · Mar 23, 2024 · 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.