# Assured Advisory Group, LLC

> Assured Advisory Group, LLC is a state-registered investment advisory firm in East Dundee, IL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 316449
- Filed as: ASSURED ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Dundee, IL
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316449
- AdvisorCensus page: https://advisorcensus.com/firm/assured-advisory-group-llc-east-dundee-il-316449

## Quick answers

**How is Assured Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Assured Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Assured Advisory Group, LLC located?**
Assured Advisory Group, LLC's principal office is in East Dundee, IL, according to its Form ADV.

**Is Assured Advisory Group, LLC registered with the SEC or a state?**
Assured Advisory Group, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316449.

**How much does Assured Advisory Group, LLC manage?**
Assured Advisory Group, LLC reports $87,143,633 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (93% discretionary).

**What types of clients does Assured Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Assured 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316449

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $87,143,633
- Discretionary: $80,786,751
- Non-discretionary: $6,356,882

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $39,886,965 |
| High net worth individuals | 27 | $40,899,786 |
| 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) | 2 | $6,356,882 |
| Charitable organizations | 0 | $0 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Assured Advisory Group, LLC (CRD 316449): Form ADV filing data as of October 2026.