Asset Advisory Group, Inc.

Overview

Asset Advisory Group, Inc. is a small, independent advisory firm that manages concentrated equity-focused portfolios for individuals and families. The firm acts as a capital allocator: it runs discretionary portfolio management for individual and small-business clients and also selects outside advisers when it wants third‑party management or specialized exposure. Fee arrangements mix percentage-of-AUM billing with hourly charges, consistent with a boutique advisory model that combines ongoing portfolio oversight with project-based planning work. The firm’s investment preference is equities—primarily exchange‑traded securities—while it does not position itself as an ESG-driven investor. As a single-office, individually owned adviser, Asset Advisory Group, Inc. appears geared toward personalized relationships and customized portfolio construction rather than institutional-scale product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices