# FAMILY WEALTH ADVISORY GROUP, LLC

FAMILY WEALTH ADVISORY GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 130595
- Type: SEC-registered investment adviser
- SEC file number: 801-62921
- Location: 7359 EAST KEMPER ROAD, SUITE A, CINCINNATI, OH, 45249
- Phone: 513-469-8100
- Latest filing: 2026-06-30
- Regulatory AUM: $396.2M
- Discretionary AUM: $293.4M
- Non-discretionary AUM: $102.8M
- Clients: 7
- Accounts: 835

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Robert John Grossheim | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| GROSSHEIM ROBERT JOHN | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BARNHOLTZ KIMBERLY JANE | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130595/similar
- Related entities: https://search.stillhousedata.com/firm/130595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130595

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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.