D & G Advisory Group, L.L.C.
● SEC registered since 2021CRD 125055SEC# 801-121996
Reg. AUM
$190.9M
Employees
3
Accounts
293
Location
—
D & G Advisory Group, L.L.C. assets under management
D & G Advisory Group, L.L.C. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $190.9 million in regulatory assets under management and employs 3 people.
D & G Advisory Group, L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Jones Control | Ceo, Cco | Over 75% | 1998 |
| Gail A Jones Control | Vice President | 10-25% | 2002 |
Frequently asked questions
How much does D & G Advisory Group, L.L.C. manage?
D & G Advisory Group, L.L.C. reports $190.9 million in regulatory assets under management on its Form ADV.
How many employees does D & G Advisory Group, L.L.C. have?
D & G Advisory Group, L.L.C. reports 3 employees.
Does D & G Advisory Group, L.L.C. disclose fund performance?
D & G Advisory Group, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 906-863-8069 |
| Fax | 906-863-8080 |
| Office hours | 9:00a.m. To 5:00p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$190.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$190.9Mregulatory AUM
Discretionary $190.9M