{
  "crd_number": 106618,
  "slug": "asset-advisory-group-inc-kinnelon-nj-106618",
  "primary_business_name": "ASSET ADVISORY GROUP, INC.",
  "legal_name": "ASSET ADVISORY GROUP, INC.",
  "dbas": [],
  "city": "Kinnelon",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-04-26",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 479523818.0,
  "raum_discretionary": 452725183.0,
  "raum_non_discretionary": 26798635.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28751544.0,
      "count": 85
    },
    "high_net_worth_individuals": {
      "raum": 450772274.0,
      "count": 86
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://assetadvisorygroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106618",
  "city_as_filed": "KINNELON",
  "url": "https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618",
  "display_name": "Asset Advisory Group, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Asset Advisory Group, Inc. (CRD 106618): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Asset Advisory Group, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Asset Advisory Group, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Asset Advisory Group, Inc. located?",
      "a": "Asset Advisory Group, Inc.'s principal office is in Kinnelon, NJ, according to its Form ADV."
    },
    {
      "q": "Is Asset Advisory Group, Inc. registered with the SEC or a state?",
      "a": "Asset Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106618."
    },
    {
      "q": "How much does Asset Advisory Group, Inc. manage?",
      "a": "Asset Advisory Group, Inc. reports $479,523,818 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have Asset Advisory Group, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Asset Advisory Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (85)."
    },
    {
      "q": "Which custodians does Asset Advisory Group, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Asset Advisory Group, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Asset Advisory Group, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 22, 2026 says: \"We have no minimum account size requirement.\""
    },
    {
      "q": "What changed in Asset Advisory Group, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $407,123,722 to $479,523,818 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 346944812.0,
      "total_employees": 2,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 390282712.0,
      "total_employees": 2,
      "filing_date": "2022-02-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 329669549.0,
      "total_employees": 2,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 374087849.0,
      "total_employees": 5,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 407123722.0,
      "total_employees": 5,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 479523818.0,
      "total_employees": 5,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $407,123,722 to $479,523,818 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We have no minimum account size requirement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "We have no minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 28751544.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 86,
      "fewer_than_5": false,
      "raum": 450772274.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106618",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}