# AERIE ADVISORY GROUP LLC

AERIE ADVISORY GROUP LLC of GIG HARBOR, WA is an SEC-registered investment adviser.

## Registration

- CRD: 333610
- Type: SEC-registered investment adviser
- SEC file number: 801-131472
- Location: 3025 HARBORVIEW DRIVE, GIG HARBOR, WA, 98335
- Phone: (253) 857-1616
- Latest filing: 2026-07-21
- Regulatory AUM: $2.5B
- Discretionary AUM: $289.8M
- Non-discretionary AUM: $2.2B
- Clients: 16
- Accounts: 44

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Roman Guy Brent | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Brian Andrew Pierson | PRESIDENT; TRUSTEE | — |
| Alyssa Ann Ross | CHIEF FINANCIAL OFFICER; TRUSTEE | — |
| Robert Edward Critchfield | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| Mark Edward Holcomb | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| BRENT ROMAN GUY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Critchfield Robert Edward | TRUSTEE; TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| Holcomb Mark Edward | TRUSTEE; TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| PIERSON BRIAN ANDREW | PRESIDENT | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (206) 724-1319 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333610/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333610/similar
- Related entities: https://search.stillhousedata.com/firm/333610/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333610

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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.