Family Wealth Advisory Group, LLC
● SEC registered since 2004CRD 130595SEC# 801-62921Cincinnati, OH
Reg. AUM
$396.2M
Employees
7
Accounts
835
Location
Cincinnati, OH
Family Wealth Advisory Group, LLC assets under management
Family Wealth Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2004. It reports $396.2 million in regulatory assets under management and employs 7 people.
Family Wealth Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Grossheim Control | Member And Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Family Wealth Advisory Group, LLC manage?
Family Wealth Advisory Group, LLC reports $396.2 million in regulatory assets under management on its Form ADV.
How many employees does Family Wealth Advisory Group, LLC have?
Family Wealth Advisory Group, LLC reports 7 employees.
Where is Family Wealth Advisory Group, LLC located?
Family Wealth Advisory Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2004.
Does Family Wealth Advisory Group, LLC disclose fund performance?
Family Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7359 East Kemper Road, Suite a, Cincinnati, OH 45249 |
| Phone | 513-469-8100 |
| Fax | 800-295-6922 |
| Office hours | 8:30 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$396.2Mregulatory AUM
Discretionary $293.4MNon-discretionary $102.8M