Data / Investment advisers / Virginia / Portfolio Advisory Group, Inc.
Portfolio Advisory Group, Inc., Alexandria, VA: $116 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Portfolio Advisory Group, Inc. is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $116 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Portfolio Advisory Group, Inc. (CRD number 116011): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116011
- SEC file number
- 801-135985
- SEC status
- Approved, effective April 24, 2026
- Main office
- 5425 Duke Street, Alexandria, VA 22304
- Phone
- (703) 461-9193
- Regulatory AUM
- $115,833,952 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $113,994,254
- Non discretionary AUM
- $1,839,698
- Accounts
- 180
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 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 | 34 | $98.2 million |
| Individuals (other than high net worth individuals) | 37 | $16.3 million |
| Charitable organizations | Fewer than 5 | $1.3 million |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Retirement Planology, Inc. | Alexandria | $265.9 million | Not listed | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 2 | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | Not listed | adviserinfo.sec.gov |
| 8th Street Investments, LLC | Alexandria | $166.9 million | Not listed | adviserinfo.sec.gov |
| Piedmont Wealth Management | Alexandria | $156.1 million | Not listed | adviserinfo.sec.gov |
| First Georgetown Securities, Inc | Alexandria | $115.7 million | Not listed | adviserinfo.sec.gov |
| Evolutionary Tree Capital Management, LLC | Alexandria | $91.7 million | Not listed | adviserinfo.sec.gov |
| Union Street Partners LLC | Alexandria | $86.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Portfolio Advisory Group, Inc. 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.