RIA Intel›Advisers›Virginia›ACG ADVISORY SERVICES, LLC

ACG ADVISORY SERVICES, LLC

Advisory

N·MIDLOTHIAN, VA

Data as of Apr 29, 2024 · Source: SEC Form ADV

Total AUM

$518M

1-Year AUM Growth

-41.0%

3-Year CAGR

-14.1%

Employees

4

Assets Under Management

Total AUM$518M

Discretionary AUM$344M

Non-Discretionary AUM$175M

Discretionary %66.3%

Total Clients—

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)-50.0%

Filing History

Total Filings on Record48

First FilingFeb 8, 2001

Latest FilingApr 29, 2024

🔒 Full AUM trend chart and 48 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ACG ADVISORY SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.