# Align Advisor Group, LLC

> Align Advisor Group, LLC is an SEC-registered investment advisory firm in Vineland, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 336638
- Filed as: ALIGN ADVISOR GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vineland, NJ
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336638
- AdvisorCensus page: https://advisorcensus.com/firm/align-advisor-group-llc-vineland-nj-336638

## Quick answers

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

**How much does Align Advisor Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 29, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Align Advisor Group, LLC located?**
Align Advisor Group, LLC's principal office is in Vineland, NJ, according to its Form ADV.

**Is Align Advisor Group, LLC registered with the SEC or a state?**
Align Advisor Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336638.

**How much does Align Advisor Group, LLC manage?**
Align Advisor Group, LLC reports $127,540,715 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**What types of clients does Align Advisor Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (31).

**Which custodians does Align Advisor Group, LLC use?**
Align Advisor Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Align Advisor 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/336638

**What changed in Align Advisor Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,503,920 to $127,540,715 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> The annualized fees for investment management services generally range between 0.75 and 1.25%.

- Minimum annual fee: None

> Align does not require any minimum fee or account size to enter into an advisory relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $127,540,715
- Discretionary: $127,540,715
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $55,250,098 |
| High net worth individuals | 31 | $71,902,460 |
| Charitable organizations | Fewer than 5 | $388,157 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignadvisorgroup.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,503,920 to $127,540,715 (+15%).

### January 2026
- Regulatory assets under management went from $0 to $110,503,920.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Align Advisor Group, LLC (CRD 336638): Form ADV filing data as of October 2026.