US ADVISORY GROUP

Overview

US Advisory Group is an independent registered investment adviser operating as a limited liability company that primarily serves individual and family clients. The firm acts as a capital allocator: it builds and manages discretionary portfolios while also bringing in outside managers when appropriate. Its advisory mandate centers on financial planning, ongoing portfolio management for individuals and small businesses, and selecting third-party advisers to fill gaps in expertise or access specialized strategies. Fee arrangements combine asset-based fees with fixed-fee engagements. Investment activity favors pooled public vehicles as the core of client portfolios while supplementing those holdings with external manager relationships and structured products where suitable. The firm does not position itself as an ESG-focused manager and appears to concentrate on conventional wealth-management solutions rather than institutional pension consulting or multi-state advisory expansion.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices