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FAMILY WEALTH ADVISORY GROUP, LLC
CRD 130595 · SEC 801-62921
7359 EAST KEMPER ROAD, SUITE A, CINCINNATI, OH, 45249, United States
Phone
513-469-8100
Fax
800-295-6922
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.2M
Discretionary AUM
$293.4M
Team
7 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)MATTERS NOT INVOLVING SECURITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $43.0M |
| High net worth individuals | 102 | $351.5M |
| Corporations/business entities | 2 | $1.8M |
States served
IN, KY, LA, OH, PA, FL
All web addresses on file
Official SEC filing: View on IAPD