FAMILY WEALTH ADVISORY GROUP, LLC

Overview

Family Wealth Advisory Group, LLC is an independent registered investment adviser that combines financial planning with portfolio management for individuals, families and select institutional clients. The firm acts as a capital allocator, directing client capital into both publicly traded funds and third‑party alternative managers rather than relying solely on in‑house proprietary strategies. Its fee mix includes percentage‑of‑AUM billing alongside fixed fees, and it does not position itself as an active ESG investor. Investment activity tilts heavily to pooled public vehicles — mutual funds and other public funds account for the largest single bucket of assets — while the firm also allocates to targeted alternatives for diversification and income. Advisory services emphasize discretionary portfolio management for most client relationships, with a material non‑discretionary component retained for some accounts. The firm’s client base blends high‑net‑worth individuals and families with a smaller institutional segment, and its stated advisory offerings focus on financial planning and portfolio management for individuals and small businesses.

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Location & Offices