Family Wealth Advisory Group, LLC

Overview

Family Wealth Advisory Group, LLC is an independent, owner-operated RIA registered with the SEC since 2004. The firm operates as a limited liability company and positions itself as a capital allocator that sources third-party managers alongside running client portfolios. Its client base includes high-net-worth individuals and families as well as some institutional relationships. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor. Family Wealth Advisory Group, LLC was included on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Investments & Alternatives