Storehouse Advisory Group

Overview

Storehouse Advisory Group operates as a small, individual-owned advisory practice that mixes financial planning and portfolio management for individuals and small businesses with insurance brokerage services. The firm runs a percentage-of-AUM fee model and reports a clear preference for equity exposures as the core of client portfolios. Its advisory work is conducted on a non‑discretionary basis, meaning decisions typically remain client-directed rather than executed under full discretionary authority. Investment activity centers on exchange‑traded equities as the primary allocation, with mutual funds and annuities used as complementary building blocks. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser. Given its sole‑proprietorship model and modest asset base, the practice appears geared to a hands‑on, relationship-driven client set rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices