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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Family Wealth Advisory Group LLC
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|---|---|
| CRD # | 130595 |
| SEC # | 801-62921 |
| CIK # | |
| AUM | $334.7 M (2025-03-18) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 513-469-8100 |
| Address | 7359 East Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 53.9 |
| (b) Individuals (high net worth individuals) | 89 | 279.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 334.7 |
| By Discretionary | ||
| Discretionary | 667 | 244.9 |
| Non-Discretionary | 162 | 89.8 |
| Total | 829 | 334.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.7 | |
| Total | 829 | 334.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Mathes Company Inc
✚
|
NY | 0.3 |
|
ICW Investment Advisors LLC
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|
AZ | 0.3 |
|
Glassy Mountain Advisors Inc
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|
MD | 0.3 |
|
MB Generational Wealth LLC
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|
WA | 0.3 |
|
Novak & Powell Financial Services Inc
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|
FL | 0.3 |
|
BOCA Wealth Advisors LLC
✚
|
FL | 0.3 |
|
REYL Overseas Ltd
✚
|
0.3 | |
|
Sonata Capital Group Inc
✚
|
WA | 0.3 |
|
Dover Advisors LLC
✚
|
0.3 | |
|
Kenney Investments Inc
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|
IL | 0.3 |