Precept Advisory Group LLC
CRD 152776SEC# 801-71072Irvine, CA
No longer SEC-registered. Precept Advisory Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.01B
Employees
8
Accounts
63
Location
Irvine, CA
Precept Advisory Group LLC assets under management
Precept Advisory Group LLC is an SEC-registered investment adviser based in Irvine, CA. It reports $5 billion in regulatory assets under management and employs 8 people.
Precept Advisory Group LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon Boone Control | Treasurer And Chief Financial Officer | Under 5% | 2024 |
| Linda Kyu-Young Bright | President | Under 5% | 2012 |
| Marsh & McLennan Agency LLC Control | Shareholder | Over 75% | 2024 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Precept Advisory Group LLC manage?
Precept Advisory Group LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Precept Advisory Group LLC have?
Precept Advisory Group LLC reports 8 employees.
Where is Precept Advisory Group LLC located?
Precept Advisory Group LLC is based in Irvine, CA.
Does Precept Advisory Group LLC disclose fund performance?
Precept 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 | 130 Theory, Suite 200, Irvine, CA 92617 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5.01BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$5.01Bregulatory AUM
Discretionary $541.8MNon-discretionary $4.47B