D & G ADVISORY GROUP, L.L.C.

D & G ADVISORY GROUP, L.L.C. is an SEC-registered investment adviser (CRD 125055). Regulatory assets under management: $190.9M.

Registration

• CRD: 125055
• SEC file number: 801-121996
• Type: Registered investment adviser
• Phone: 906-863-8069
• Latest filing: 2026-03-24
• Regulatory AUM: $190.9M
• Discretionary AUM: $190.9M
• Clients: 3
• Accounts: 293

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

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 125055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search