# INVESTOR ADVISORY GROUP, LLC

INVESTOR ADVISORY GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 106837
- Type: SEC-registered investment adviser
- SEC file number: 801-79417
- Location: 421 SOUTH  SHARON AMITY ROAD, SUITE A, CHARLOTTE, NC, 28211
- Phone: 704-366-1120
- Latest filing: 2026-03-04
- Regulatory AUM: $172.1M
- Non-discretionary AUM: $172.1M
- Clients: 4
- Accounts: 442

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Edward Keith Jackson | MANAGER; OWNER | — |
| Julie Frazer Jackson | OWNER | — |
| Robert Joel Jones | MANAGER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| BOMAR SAMUEL GOODLETT | CHIEF COMPLIANCE OFFICER; OWNER; PRINCIPAL/OFFICER | — |
| HARKEY ERSKINE LEE | CCO; CHIEF COMPLIANCE OFFICER; OWNER (+2 more) | — |
| HARKEY BETTY GALLOWAY | OWNER; VICE PRESIDENT | — |
| HARKEY MELANIE HERMAN | CHIEF OPERATIONS/COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| JONES STEVEN JOEL | MANAGER; MANAGER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| JACKSON BRIAN KEITH | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Jackson Julie Frazer | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106837/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106837/similar
- Related entities: https://search.stillhousedata.com/firm/106837/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106837

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.