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| Keyboard |
| D & G Advisory Group LLC
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|---|---|
| CRD # | 125055 |
| SEC # | 801-121996 |
| CIK # | |
| AUM | 190.9 M (2026-03-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 906-863-8069 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 28.4 |
| (b) Individuals (high net worth individuals) | 90 | 162.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 190.9 |
| By Discretionary | ||
| Discretionary | 293 | 190.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 190.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.9 | |
| Total | 293 | 190.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spinosa Wealth Management Group LLC
✚
|
LA | 191.4 M |
|
Togwotee CIO LLC
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|
191.4 M | |
|
Guardian Wealth Partners LLC
✚
|
NY | 191.4 M |
|
Investment Management Corporation
✚
|
VA | 191.2 M |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 191.2 M |
|
Apex Wealth Management LLC
✚
|
NH | 191.1 M |
|
DRH Investments Inc
✚
|
CA | 191.0 M |
|
Meyer Capital Management LLC
✚
|
OH | 190.8 M |
|
LFG Wealth Partners LLC
✚
|
KY | 190.7 M |
|
Masus Financial Group Ltd
✚
|
IL | 190.6 M |