Updated:Jun 3, 2026

Portfolio Advisory Group, Inc.

PORTFOLIO ADVISORY GROUP, INC. is an SEC-registered investment adviser in ALEXANDRIA, VA, registered since 2026. The firm manages $116 million in assets, $114...

Portfolio Advisory Group, Inc.

PORTFOLIO ADVISORY GROUP, INC. is an SEC-registered investment adviser in ALEXANDRIA, VA, registered since 2026. The firm manages $116 million in assets, $114 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Portfolio Advisory Group, Inc.?

The firm has not publicly disclosed any named principals, investment committee members, or key decision-makers in SEC filings or other public records.

How does Portfolio Advisory Group, Inc. source deals or advisory mandates?

No information is available about the firm's sourcing model or whether it relies on direct origination, referrals, or external networks. The firm lacks any digital footprint to document deal flow mechanisms.

Is Portfolio Advisory Group, Inc. structured as a single-family office or a multi-client RIA?

The firm's SEC registration indicates it is a registered investment advisor, but whether it serves a single family or multiple institutional clients is not disclosed in public sources. Its structure cannot be confirmed.

Does Portfolio Advisory Group, Inc. publicly disclose its AUM or assets under advisement?

No AUM figure has been published in any accessible primary source. The firm's regulatory filings do not include a disclosed AUM number.

What sectors does Portfolio Advisory Group, Inc. invest in or advise on?

No sector preferences have been publicly identified. The firm's name suggests general portfolio advisory, but no specific sector tags or investment focus areas are available.

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