# 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.

- CRD: 106618
- Filed as: ASSET ADVISORY GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kinnelon, NJ
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106618
- AdvisorCensus page: https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 22, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> 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

> We have no minimum account size requirement.

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: $479,523,818
- Discretionary: $452,725,183
- Non-discretionary: $26,798,635

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $28,751,544 |
| High net worth individuals | 86 | $450,772,274 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 1994 (32 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $346,944,812 | 2 | March 9, 2021 |
| October 2022 | $390,282,712 | 2 | February 17, 2022 |
| October 2023 | $329,669,549 | 2 | March 2, 2023 |
| October 2024 | $374,087,849 | 5 | July 24, 2024 |
| October 2025 | $407,123,722 | 5 | June 5, 2025 |
| October 2026 | $479,523,818 | 5 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $407,123,722 to $479,523,818 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Advisory Group, Inc. (CRD 106618): Form ADV filing data as of October 2026.