INVESTMENT ADVISORY GROUP LLC

Overview

Investment Advisory Group LLC is an independent registered investment adviser that primarily serves individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside managers when appropriate. Its fee arrangements are flexible—percentage of assets under management plus hourly and fixed-fee engagements—so it can service both ongoing wealth management relationships and project-based planning work. Investment approach leans toward pooled public funds and ETFs for core exposures, with a notable tilt toward income-oriented vehicles (its largest disclosed holding is a high-dividend Vanguard fund). The firm supplements broad public-market allocations with third‑party alternatives and insurance products, using external hedge fund managers and annuities to add diversification and income options. Investment Advisory Group does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices