The Private Investment Group, Inc.
● SEC registered since 2003CRD 128876SEC# 801-62497Kettering, OH
Reg. AUM
$179.3M
Employees
4
Accounts
459
Location
Kettering, OH
The Private Investment Group, Inc. assets under management
The Private Investment Group, Inc. is an SEC-registered investment adviser based in Kettering, OH. The firm has been registered since 2003. It reports $179.3 million in regulatory assets under management and employs 4 people.
The Private Investment Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfredo Arturo Sandoval Control | President | Over 75% | 2002 |
| Nicholas David Schubeler Control | Chief Compliance Officer, Chief Investment Officer | Under 5% | 2022 |
Frequently asked questions
How much does The Private Investment Group, Inc. manage?
The Private Investment Group, Inc. reports $179.3 million in regulatory assets under management on its Form ADV.
How many employees does The Private Investment Group, Inc. have?
The Private Investment Group, Inc. reports 4 employees.
Where is The Private Investment Group, Inc. located?
The Private Investment Group, Inc. is based in Kettering, OH and has been SEC-registered since 2003.
Does The Private Investment Group, Inc. disclose fund performance?
The Private Investment Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 580 Lincoln Park Blvd, Suite 222, Kettering, OH 45440 |
| Phone | 937-434-0500 |
| Fax | 937-428-9200 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$179.3Mregulatory AUM
Discretionary $178.6MNon-discretionary $777K