Data / Investment advisers / Washington / Private Advisory
Private Advisory, Redmond, WA: $2.1 billion AUM, SEC registered investment adviser
Private Advisory is an SEC registered investment adviser with its main office in Redmond, Washington and reports $2.1 billion in regulatory assets under management in its Form ADV filed October 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 performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170043
- SEC file number
- 801-79100
- SEC status
- Approved, effective January 24, 2014
- Legal name
- Private Advisory Group LLC
- Main office
- 16880 Ne 79th Street, Redmond, WA 98052
- Phone
- (425) 498-2320
- Website
- privateadvisory.com
- Regulatory AUM
- $2,144,656,403 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $2,143,672,708
- Non discretionary AUM
- $983,695
- Accounts
- 3,217
- Employees
- 31, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 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 | 319 | $1.77 billion |
| Individuals (other than high net worth individuals) | 596 | $330.1 million |
| Corporations or other businesses | 14 | $43.2 million |
| Charitable organizations | Fewer than 5 | $400,721 |
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 |
|---|---|---|
| July 1, 2026 | $2.14 billion | June 12, 2026 |
| April 1, 2026 | $1.69 billion | March 30, 2026 |
| December 1, 2025 | $1.32 billion | April 10, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Steelhead Partners, LLC | Seattle | $2.51 billion | 2 | adviserinfo.sec.gov |
| Tschetter Group | Bellevue | $2.39 billion | 1 | adviserinfo.sec.gov |
| Milliman Advisors, LLC | Seattle | $2.32 billion | Not listed | adviserinfo.sec.gov |
| Kosmos Management LLC | Seattle | $2.21 billion | 13 | adviserinfo.sec.gov |
| Kiley Juergens Wealth Management, LLC | Olympia | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Goldfinch Partners | Bellevue | $2.09 billion | 7 | adviserinfo.sec.gov |
| SCS | Bellevue | $1.94 billion | Not listed | adviserinfo.sec.gov |
| First Pacific Financial, Inc. | Vancouver | $1.93 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Private Advisory on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.