Investor Advisory Group
Investor Advisory Group is an SEC-registered mass-market adviser in Charlotte, NC with $172.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Investor Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106837, SEC 801-79417, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $172.1M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Charlotte, NC
- Employees
- 4
- Clients
- 184
- CRD
- 106837
- Ownership
- BOMAR, SAMUEL, GOODLETT; HARKEY CORP; HARKEY, ERSKINE, LEE; HARKEY, BETTY, GALLOWAY; HARKEY, MELANIE, HERMAN
How much AUM does Investor Advisory Group have?
Investor Advisory Group reported $172.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Investor Advisory Group?
Disclosed owners and executives of Investor Advisory Group include BOMAR, SAMUEL, GOODLETT, HARKEY CORP, HARKEY, ERSKINE, LEE, HARKEY, BETTY, GALLOWAY, HARKEY, MELANIE, HERMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.