The Private Investment Group, Inc.
The Private Investment Group, Inc. is an SEC-registered mass-market adviser in Centerville, OH with $179.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns The Private Investment Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128876, SEC 801-62497, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $179.3M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Centerville, OH
- Employees
- 4
- Clients
- 184
- CRD
- 128876
- Ownership
- BOWMAN, JACK, RICHARD; SANDOVAL, ALFREDO, ARTURO; SCHUBELER, NICHOLAS, DAVID
How much AUM does The Private Investment Group, Inc. have?
The Private Investment Group, Inc. reported $179.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns The Private Investment Group, Inc.?
Disclosed owners and executives of The Private Investment Group, Inc. include BOWMAN, JACK, RICHARD, SANDOVAL, ALFREDO, ARTURO, SCHUBELER, NICHOLAS, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.