# 103 Advisory Group

103 Advisory Group is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** 103advisory.com
- **LinkedIn:** https://www.linkedin.com/company/79894099

## Regulatory record

- **CRD number:** 314694
- **SEC file number:** 801-123666
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-27T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314694

## About

103 Advisory Group was formed in 2021 as a US wealth manager and registered investment adviser. It provides asset management and allocation services to individuals and high-net-worth clients. The firm limits its mandate to wealth management and conducts all activity inside North America, with no commitments to hedge funds, private equity, real estate, private credit, or infrastructure. Available records contain no assets-under-management figure, team size, or details on additional offices, and no operational events from the past 24 months are documented.

## Sectors

- Wealth Management

## People

- Richard J. Milton — Founder and Managing Partner

## Questions

### Who runs investment decisions at 103 Advisory Group?

No named principals or CIO appear in public records.

### Does 103 Advisory Group participate in fund commitments or only direct deals?

The firm lists wealth management as its sole confirmed investment type and reports no fund commitments or direct deals.

### Which sectors does 103 Advisory Group explicitly avoid?

Confirmed negative types include hedge funds, infrastructure, private credit, private equity, and real estate.

### What investment stages does 103 Advisory Group typically target?

No stage preferences are stated beyond general wealth management for high-net-worth individuals.

## Related profiles

- [101 Ventures](https://altss.com/profile/101-ventures)
- [108 Capital](https://altss.com/profile/108-capital)

---

Last updated: 2026-07-11T16:11:41.000Z

Canonical page: https://altss.com/profile/103-advisory-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology