OG ADVISORY GROUP, LLC

Overview

OG Advisory Group, LLC operates as an independent registered investment adviser serving individual and family clients with a focus on fee-based portfolio and financial planning services. The firm positions itself as a capital allocator and provides portfolio management, financial planning, pension consulting and the selection of third‑party advisers. It does not identify as an ESG investor and is not characterized as a multi‑state adviser. Investment activity centers on pooled public funds rather than direct security selection. The adviser appears to construct client portfolios primarily from mutual funds and other public fund vehicles, and it also leverages third‑party managers when appropriate. As a small independent RIA, the firm blends discretionary portfolio management with fixed‑fee and other fee arrangements to serve a concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices