STOCK PLAN ADVISORY GROUP LLC

STOCK PLAN ADVISORY GROUP LLC of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 314680). Regulatory assets under management: $19.4M.

Registration

• CRD: 314680
• Type: Registered investment adviser
• Location: 429 NORTH SAINT ASAPH ST, ALEXANDRIA, VA, 22314
• Phone: 202-680-3393
• Latest filing: 2026-05-21
• Regulatory AUM: $19.4M
• Discretionary AUM: $19.4M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314680 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search