RIA Intel›Advisers›Ohio›FAMILY WEALTH ADVISORY GROUP, LLC

FAMILY WEALTH ADVISORY GROUP, LLC

Advisory

N·CINCINNATI, OH

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$396M
1-Year AUM Growth
+17.9%
3-Year CAGR
+5.7%
Employees
3
Assets Under Management
Total AUM$396M
Discretionary AUM$293M
Non-Discretionary AUM$103M
Discretionary %74.1%
Total Clients211
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingMar 12, 2004
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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