# Journey Advisory Group

Journey Advisory Group is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** journeyadvisory.group
- **LinkedIn:** https://www.linkedin.com/company/journeyadvisorygroup

## Regulatory record

- **CRD number:** 171919
- **SEC file number:** 801-79934
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171919

## About

Journey Advisory Group was established in 2013 and operates from Cincinnati, Ohio. The firm was formed to deliver wealth management and financial planning services to individuals and families, combining investment oversight with broader financial life planning. Journey Advisory Group's strategy centers on providing integrated wealth management as a registered investment advisor. The firm constructs client portfolios using a mix of equities, fixed income, and alternative investments, adjusting allocations to individual financial plans. The practice serves clients primarily across the Ohio-Kentucky-Indiana tristate region, with investment management extending nationally where regulatory registrations permit. As a privately held advisory practice, Journey Advisory Group maintains a lean team structure typical of boutique wealth managers. The firm's scale and professional headcount are not publicly disclosed. September 2024: Journey Advisory Group maintained its registration as an investment adviser through the applicable state regulatory body, reflecting ongoing client operations across its core Midwest market. The firm operates as a fee-based registered investment advisor, which structurally separates its compensation model from transactional brokerage commissions. This fiduciary structure remains its most distinct architectural feature, aligning the firm's revenue with ongoing advisory relationships rather than product sales.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What services does Journey Advisory Group provide?

Journey Advisory Group offers investment management and financial planning services. The firm operates as a wealth manager, building portfolios and planning strategies for individual clients rather than institutional pools of capital.

### Is Journey Advisory Group a broker-dealer or a registered investment advisor?

Public records indicate Journey Advisory Group operates as a registered investment advisor. This means the firm is held to a fiduciary standard, requiring it to act in clients' best interests. It is not structured as a broker-dealer earning commissions on product sales.

### Who founded Journey Advisory Group?

The firm was established in 2013, but the specific founding principals have not been publicly identified through available sources. Altss research has not confirmed named individuals associated with the firm's formation.

## Related profiles

- [Joss Brown Wealth Advisors](https://altss.com/profile/joss-brown-wealth-advisors)
- [Journey Financial Group](https://altss.com/profile/journey-financial-group)

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

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

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