PORTFOLIO ADVISORY GROUP, INC.

PORTFOLIO ADVISORY GROUP, INC. of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 116011). Regulatory assets under management: $115.8M.

Registration

• CRD: 116011
• SEC file number: 801-135985
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116011 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search