# Definitive Advisor Group, LLC.

> Definitive Advisor Group, LLC. is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated May 6, 2026.

- CRD: 339346
- Filed as: DEFINITIVE ADVISOR GROUP, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339346
- AdvisorCensus page: https://advisorcensus.com/firm/definitive-advisor-group-llc-339346

## Quick answers

**How is Definitive Advisor Group, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Definitive Advisor Group, LLC. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Definitive Advisor Group, LLC. registered with the SEC or a state?**
Definitive Advisor Group, LLC. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339346.

**Does Definitive Advisor Group, LLC. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339346

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $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 | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339346

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Definitive Advisor Group, LLC. (CRD 339346): Form ADV filing data as of October 2026.