# PORTFOLIO ADVISORY GROUP, INC.

PORTFOLIO ADVISORY GROUP, INC. of ALEXANDRIA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 116011
- Type: SEC-registered investment adviser
- SEC file number: 801-135985
- Location: 5425 DUKE STREET, ALEXANDRIA, VA, 22304
- Phone: 703-461-9193
- Latest filing: 2026-03-27
- Regulatory AUM: $115.8M
- Discretionary AUM: $114.0M
- Non-discretionary AUM: $1.8M
- Clients: 2
- Accounts: 180

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SENDI DAVID ALLEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SENDI DANIEL THOMAS | VICE-PRESIDENT | — |
| David Allen Sendi | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Daniel Thomas Sendi | VICE-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116011/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116011/similar
- Related entities: https://search.stillhousedata.com/firm/116011/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116011

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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.