RIA Intel›Advisers›Virginia›STOCK PLAN ADVISORY GROUP LLC

STOCK PLAN ADVISORY GROUP LLC

Advisory

ALEXANDRIA, VA

Data as of May 21, 2026 · Source: SEC Form ADV

Average account
$274K
across 71 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed May 21, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
18
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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DOMINION FINANCIAL CONSULTANTS
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THIRD MILLENNIUM INVESTMENT ADVISORS, LLC
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-63.7% 1Y
SUMMIT FINANCIAL GROUP, INC.
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$20M
+8.1% 1Y

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