LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Overview

Lucien Stirling & Gray Advisory Group Inc. is an independent registered investment adviser focused on servicing individuals, families and institutional clients with financial planning and portfolio management. The firm blends fee structures — percentage of AUM, hourly charges and fixed fees — to serve a range of engagement types from ongoing discretionary portfolio management to project-based planning work. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Investment activity centers on pooled public vehicles and third-party mutual fund strategies rather than large direct-stock sleeves or bespoke alternatives. The firm appears to prefer using professionally managed public funds and model strategies to assemble client portfolios, retaining discretion over a substantial portion of client assets while leaving a meaningful minority in non-discretionary arrangements for clients who maintain control over specific holdings or allocation decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices