RIA Intel›Advisers›Virginia›PORTFOLIO ADVISORY GROUP, INC.

PORTFOLIO ADVISORY GROUP, INC.

Advisory

N·ALEXANDRIA, VA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$116M

1-Year AUM Growth

-2.4%

3-Year CAGR

+8.6%

Employees

2

Assets Under Management

Total AUM$116M

Discretionary AUM$114M

Non-Discretionary AUM$2M

Discretionary %98.4%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingApr 23, 2008

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 18+ 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 PORTFOLIO ADVISORY GROUP, INC.

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