FAMILY WEALTH ADVISORY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$396,234,570
Discretionary
$293,423,917
Non-discretionary
$102,810,653
Firm details
- CRD number
- 130595
- SEC file number
- 801-62921
- Main office
- CINCINNATI, OH, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.