AdvisorCensus / Financial advisors / New York / New York / Asset Advisory Group, Inc.
Asset Advisory Group, Inc. is an SEC-registered investment advisory firm in Kinnelon, NJ, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.
Quick answers
From the filingHow is Asset Advisory Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Asset Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Asset Advisory Group, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated February 22, 2026 states: Asset-based fee: 0.25% to 1% 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 Asset Advisory Group, Inc. located?
Asset Advisory Group, Inc.'s principal office is in Kinnelon, NJ, according to its Form ADV.
Is Asset Advisory Group, Inc. registered with the SEC or a state?
Asset Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106618.
How much does Asset Advisory Group, Inc. manage?
Asset Advisory Group, Inc. reports $479,523,818 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (94% discretionary).
How have Asset Advisory Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Asset Advisory Group, Inc.: Regulatory assets under management: $346,944,812 in the October 2021 data and $479,523,818 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Asset Advisory Group, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (85).
Which custodians does Asset Advisory Group, Inc. use?
Asset Advisory Group, Inc.'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 Asset Advisory Group, Inc. 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/106618
Does Asset Advisory Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 22, 2026 says: "We have no minimum account size requirement."
What changed in Asset Advisory Group, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $407,123,722 to $479,523,818 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 1% a year (a range, as the brochure states it)
The brochure's wording
Annual fees range from 0.25% to 1.00% of a client’s assets under management irrespective of whether such management is performed on a discretionary basis or a nondiscretionary basis.
Account minimum: None
The brochure's wording
We have no minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated February 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$479,523,818 as of October 2026, filing dated February 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1994 (32 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $479,523,818 | 5 | February 27, 2026 |
| October 2025 | $407,123,722 | 5 | June 5, 2025 |
| October 2024 | $374,087,849 | 5 | July 24, 2024 |
| October 2023 | $329,669,549 | 2 | March 2, 2023 |
| October 2022 | $390,282,712 | 2 | February 17, 2022 |
| October 2021 | $346,944,812 | 2 | March 9, 2021 |
Regulatory assets under management: $346,944,812 in the October 2021 data and $479,523,818 in the October 2026 data, up 38%.
Total employees: 2 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $407,123,722 to $479,523,818 (+18%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Asset Advisory Group, Inc. (CRD 106618): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618