The Change Advisory Group, LLC

Overview

The Change Advisory Group, LLC is an independent registered investment advisor focused on individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm also operates as an insurance broker, which it integrates into client planning and risk-transfer strategies. Investment activity is tilted heavily toward publicly traded equities; filings show a clear preference for exchange-traded instruments as the primary allocation vehicle. At the same time the firm deploys third-party alternative managers for private placements, real estate and liquid alternatives, and it uses mutual funds as part of its toolset. Fee arrangements combine a percentage of assets under management with hourly charges, which suits a mix of ongoing portfolio management relationships and project-based planning engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices