Investor Advisory Group, LLC
● SEC registered since 2014CRD 106837SEC# 801-79417Charlotte, NC
Reg. AUM
$172.1M
Employees
4
Accounts
442
Location
Charlotte, NC
Investor Advisory Group, LLC assets under management
Investor Advisory Group, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2014. It reports $172.1 million in regulatory assets under management and employs 4 people.
Investor Advisory Group, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspirational Investments, LLC Control | Owner | 50-75% | 2015 |
| Edward Keith Jackson Control | Manager | Under 5% | 2015 |
| Jones & Company Wealth Advisors, LLC Control | Owner | 50-75% | 2018 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investor Advisory Group, LLC manage?
Investor Advisory Group, LLC reports $172.1 million in regulatory assets under management on its Form ADV.
How many employees does Investor Advisory Group, LLC have?
Investor Advisory Group, LLC reports 4 employees.
Where is Investor Advisory Group, LLC located?
Investor Advisory Group, LLC is based in Charlotte, NC and has been SEC-registered since 2014.
Does Investor Advisory Group, LLC disclose fund performance?
Investor 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 | 421 South Sharon Amity Road, Suite a, Charlotte, NC 28211 |
| Phone | 704-366-1120 |
| Fax | 704-366-1159 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$172.1Mregulatory AUM
Discretionary $0Non-discretionary $172.1M