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| Keyboard |
| Family Wealth Advisory Group LLC
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|---|---|
| CRD # | 130595 |
| SEC # | 801-62921 |
| CIK # | |
| AUM | 396.2 M (2026-06-30) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 513-469-8100 |
| Address | 7359 East Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 43.0 |
| (b) Individuals (high net worth individuals) | 102 | 351.5 |
| (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 | 2 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 396.2 |
| By Discretionary | ||
| Discretionary | 700 | 293.4 |
| Non-Discretionary | 135 | 102.8 |
| Total | 835 | 396.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.2 | |
| Total | 835 | 396.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Midwest Heritage Bank FSB
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IA | 398.7 M |
|
Lester Financial Group LLC
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|
Luminvest Wealth Management LLC
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AZ | 398.0 M |
|
Red Wave Investments LLC
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|
FC Advisory LLC
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|
Sara-Bay Financial Corp
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|
Wagner Loftin Investment Services LLC
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|
CA | 396.4 M |
|
Portfolio LLC
✚
|
NM | 395.5 M |
|
Reframe Wealth LLC
✚
|
VA | 394.8 M |
|
Signet Investment Advisory Group Inc
✚
|
RI | 394.1 M |