# Investmark Advisory Group

Investmark Advisory Group is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/investmark

## Regulatory record

- **CRD number:** 121060
- **SEC file number:** 801-76505
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-05T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121060

## About

Investmark Advisory Group LLC is an SEC-registered investment adviser in Shelton, CT, registered since 2012. The firm manages approximately $930 million in assets. It has 10 employees and 10 investment advisers.

## Questions

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

The firm's approach to fund commitments versus direct investments is not publicly known. RIAs commonly allocate to external funds as well as direct co-investments, but Investmark has not disclosed its model.

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

The firm has not published a list of excluded sectors. Its investment universe is not publicly documented.

## Related profiles

- [Peck & Associates](https://altss.com/profile/peck-and-associates-llc)
- [Comprehensive Money Management Services](https://altss.com/profile/comprehensive-money-management-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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

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