# Aerie Advisory Group LLC

> Aerie Advisory Group LLC is an SEC-registered investment advisory firm in Gig Harbor, WA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 333610
- Filed as: AERIE ADVISORY GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gig Harbor, WA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333610
- AdvisorCensus page: https://advisorcensus.com/firm/aerie-advisory-group-llc-gig-harbor-wa-333610

## Quick answers

**How is Aerie Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aerie Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Aerie Advisory Group LLC charge?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Up to $10,000,000: 0.85% a year; $10,000,001 to $25,000,000: 0.5% a year; $25,000,001 to $50,000,000: 0.4% a year; Above $50,000,001: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aerie Advisory Group LLC located?**
Aerie Advisory Group LLC's principal office is in Gig Harbor, WA, according to its Form ADV.

**Is Aerie Advisory Group LLC registered with the SEC or a state?**
Aerie Advisory Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333610.

**How much does Aerie Advisory Group LLC manage?**
Aerie Advisory Group LLC reports $2,518,827,849 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (12% discretionary).

**How have Aerie Advisory Group LLC's assets and staff changed since 2025?**
In the Form ADV data for Aerie Advisory Group LLC: Regulatory assets under management: $481,809,643 in the October 2025 data and $2,518,827,849 in the October 2026 data, up 423%. Total employees: 12 in October 2025 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aerie Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (6); charitable organizations (6).

**Which custodians does Aerie Advisory Group LLC use?**
Aerie Advisory Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aerie Advisory Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333610

**Does Aerie Advisory Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "There is no account minimum for any of AAG’s services."

**What changed in Aerie Advisory Group LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $618,052,058 to $2,518,827,849 (+308%). Registered or notice-filed in CA, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Up to $10,000,000: 0.85% a year
- $10,000,001 to $25,000,000: 0.5% a year
- $25,000,001 to $50,000,000: 0.4% a year
- Above $50,000,001: 0.3% a year

> Total Assets Under Management Annual Fees $0 - $10,000,000 0.85% $10,000,001 - $25,000,000 0.50% $25,000,001 - $50,000,000 0.40% $50,000,001 - AND UP 0.30%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of AAG’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,518,827,849
- Discretionary: $289,834,017
- Non-discretionary: $2,228,993,832

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,154,320 |
| High net worth individuals | 32 | $1,974,693,842 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $540,979,687 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 16 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MD, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $481,809,643 | 12 | May 29, 2025 |
| October 2026 | $2,518,827,849 | 16 | July 21, 2026 |

Regulatory assets under management: $481,809,643 in the October 2025 data and $2,518,827,849 in the October 2026 data, up 423%.
Total employees: 12 in October 2025 and 16 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $618,052,058 to $2,518,827,849 (+308%).
- Registered or notice-filed in CA, TX.

### April 2026
- Regulatory assets under management went from $742,402,138 to $618,052,058 (-17%).

### January 2026
- No longer registered or notice-filed in VA.

### December 2025
- Regulatory assets under management went from $481,809,643 to $742,402,138 (+54%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aerie Advisory Group LLC (CRD 333610): Form ADV filing data as of October 2026.