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| Investmark Advisory Group LLC
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| CRD # | 121060 |
| SEC # | 801-76505 |
| CIK # | 0001926349 |
| AUM | 929.7 M (2026-03-05) |
| Employees | 10 (100% Investors, 80% Brokers) |
| Phone | 203-953-3777 |
| Address | 3 Enterprise Drive Shelton, CT 06484 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001926349 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Philip Morris International Inc | 7.1 | ||
| Altria Group Inc | 5.3 | ||
| Chevron Corp | 5.1 | ||
| AbbVie Inc | 5.0 | ||
| Johnson & Johnson | 4.9 | ||
| AT&T Inc | 4.1 | ||
| Home Depot Inc | 3.9 | ||
| Qualcomm Inc/DE | 3.8 | ||
| Procter & Gamble Co | 3.7 | ||
| PepsiCo Inc | 3.6 | ||
| Lockheed Martin Corp | 3.3 | ||
| Nvidia Corp | 2.9 | ||
| Carey W P & Co LLC | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 141.7 |
| (b) Individuals (high net worth individuals) | 225 | 674.2 |
| (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 | 92 | 113.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,048 | 929.7 |
| By Discretionary | ||
| Discretionary | 2,048 | 929.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,048 | 929.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 929.7 | |
| Total | 2,048 | 929.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001926349] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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PA | 929.7 M |
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Oppenheimer Investment Management LLC
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|
Vaquero Private Wealth Ltd
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|
RiversEdge Advisors LLC
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