# INVESTMENT ADVISORY GROUP, LLC

INVESTMENT ADVISORY GROUP, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 109445
- Type: SEC-registered investment adviser
- SEC file number: 801-56937
- Location: 1343 MAIN STREET, SUITE 705-787, SARASOTA, FL, 34236
- Phone: 781-826-1235
- Latest filing: 2026-02-05
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 10
- Accounts: 3,581

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| George Arthur Mccall | CFP/PARTNER | — |
| Jay Lipfert Richards | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | — |
| MCCALL GEORGE ARTHUR | CFP/MANAGING PRINCIPAL; CFP/PARTNER | — |
| RICHARDS JAY LIPFERT | CFP/PARTNER; CFP/PARTNER, CHIEF COMPLANCE OFFICER; CFP/PARTNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109445/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109445/similar
- Related entities: https://search.stillhousedata.com/firm/109445/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109445

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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.