ULTRA ADVISORY GROUP

Overview

Ultra Advisory Group is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and is owned by an individual principal. It serves both individual and family clients as well as institutional accounts and operates as a capital allocator—sourcing external managers and funds when appropriate. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Compensation comes primarily through a percentage-of-AUM model, with the option of hourly billing for certain services. Ultra Advisory Group does not identify as an active ESG investor on its filings and is not positioned as a multi-state or pension consulting specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices