Data / Investment advisers / Ohio / Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC, Cincinnati, OH: $396 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Family Wealth Advisory Group, LLC is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $396 million in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 130595
- SEC file number
- 801-62921
- SEC status
- Approved, effective March 23, 2004
- Main office
- 7359 East Kemper Road Suite a, Cincinnati, OH 45249
- Phone
- (513) 469-8100
- Regulatory AUM
- $396,234,570 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $293,423,917
- Non discretionary AUM
- $102,810,653
- Accounts
- 835
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 102 | $351.5 million |
| Individuals (other than high net worth individuals) | 115 | $43 million |
| Corporations or other businesses | 2 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $396.2 million | March 16, 2026 |
| December 1, 2025 | $334.7 million | March 18, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brilliant Advice, LLC | Cincinnati | $569.5 million | Not listed | adviserinfo.sec.gov |
| National Wealth Management Group, LLC | Cincinnati | $534.9 million | Not listed | adviserinfo.sec.gov |
| Financial Freedom | Cincinnati | $443.2 million | Not listed | adviserinfo.sec.gov |
| Argentarii, LLC | Cincinnati | $431.9 million | 6 | adviserinfo.sec.gov |
| Hackman Financial Group | Cincinnati | $426.7 million | Not listed | adviserinfo.sec.gov |
| Kleinfelder Capital, Inc. | Cincinnati | $376.6 million | Not listed | adviserinfo.sec.gov |
| Viking Partners Advisors | Cincinnati | $375 million | 9 | adviserinfo.sec.gov |
| Kellett Wealth Advisors, LLC | Cincinnati | $344 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Family Wealth Advisory Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.