ASSET ADVISORY GROUP, INC.

ASSET ADVISORY GROUP, INC. is an SEC-registered investment adviser (CRD 141612). Regulatory assets under management: $70.0M.

Registration

• CRD: 141612
• Type: Registered investment adviser
• Phone: 727-821-4754
• Latest filing: 2026-06-29
• Regulatory AUM: $70.0M
• Discretionary AUM: $65.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 208

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search