|
⚲
|
| Keyboard |
| RIA Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 152566 |
| SEC # | 801-117837 |
| CIK # | 0001591750, 0001958384 |
| AUM | 568.4 M (2026-06-23) |
| Employees | 25 (100% Investors, 0% Brokers) |
| Phone | 515-965-8588 |
| Address | 500 SW 7th Street Des Moines, IA 50309 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001591750 0001958384 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Silver Trust | 30.9 | ||
| Sprott Physical Silver Trust | 11.1 | ||
| Coca Cola Co | 8.2 | ||
| Johnson & Johnson | 7.5 | ||
| Microsoft Corp | 6.8 | ||
| Nvidia Corp | 6.8 | ||
| Apple Inc | 6.6 | ||
| McDonalds Corp | 6.6 | ||
| Procter & Gamble Co | 6.5 | ||
| Amazon Com Inc | 6.4 | ||
| Visa Inc | 6.4 | ||
| Alphabet Inc | 5.2 | ||
| Kodiak Sciences Inc | 3.2 | ||
| Tesla Motors Inc | 2.4 | ||
| Associated Banc-Corp | 2.3 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,867 | 316.4 |
| (b) Individuals (high net worth individuals) | 101 | 241.8 |
| (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 | 3 | 1.0 |
| (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 | 25 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,228 | 568.4 |
| By Discretionary | ||
| Discretionary | 3,062 | 561.9 |
| Non-Discretionary | 166 | 6.5 |
| Total | 3,228 | 568.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 568.4 | |
| Total | 3,228 | 568.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001958384] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Independent Investors Inc
✚
|
NY | 571.9 M |
|
TTP Investments Inc
✚
|
CA | 570.6 M |
|
DDFG Inc
✚
|
CA | 567.8 M |
|
Decker Wealth Management LLC
✚
|
TN | 566.2 M |
|
Shikiar Asset Management Inc
✚
|
NY | 564.0 M |
|
Tortuga Advisers LLC
✚
|
CA | 563.5 M |
|
Downtown Wealth Studios LLC
✚
|
FL | 563.5 M |
|
Lifeguide Financial Advisors LLC
✚
|
PA | 562.9 M |
|
Beck Capital Management LLC
✚
|
TX | 562.4 M |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 562.3 M |