103 ADVISORY GROUP

Overview

103 Advisory Group is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Registered with the SEC in 2022 and owned by an individual, the firm acts as a capital allocator—combining internally managed exposures with external manager relationships to deliver client solutions. Fee arrangements include both a percentage of assets under management and fixed fees. Investment preference centers on public funds and mutual funds as the primary building blocks for client portfolios, complemented by allocations to alternative strategies through external managers. The firm does not position itself as an active ESG investor. Its advisory scope emphasizes personalized planning and manager selection rather than pension consulting or related‑adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices