# Family Wealth Advisory Group, LLC

> Family Wealth Advisory Group, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 130595
- Filed as: FAMILY WEALTH ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130595
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-advisory-group-llc-cincinnati-oh-130595

## Quick answers

**How is Family Wealth Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Family Wealth Advisory Group, LLC located?**
Family Wealth Advisory Group, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Family Wealth Advisory Group, LLC registered with the SEC or a state?**
Family Wealth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130595.

**How much does Family Wealth Advisory Group, LLC manage?**
Family Wealth Advisory Group, LLC reports $396,234,570 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (74% discretionary).

**How have Family Wealth Advisory Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Family Wealth Advisory Group, LLC: Regulatory assets under management: $231,475,435 in the October 2021 data and $396,234,570 in the October 2026 data, up 71%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Wealth Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (102); corporations or other businesses not listed above (2).

**Which custodians does Family Wealth Advisory Group, LLC use?**
Family Wealth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Family Wealth 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 SEC record: https://adviserinfo.sec.gov/firm/summary/130595

**Does Family Wealth Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "FWAG does not impose investment minimums on its clients."

**What changed in Family Wealth Advisory Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> FWAG does not impose investment minimums on its clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $396,234,570
- Discretionary: $293,423,917
- Non-discretionary: $102,810,653

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $43,000,752 |
| High net worth individuals | 102 | $351,454,617 |
| Corporations or other businesses not listed above | 2 | $1,779,201 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, KY, LA, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familywealthadvisorygroup.com
- fwag.com
- Facebook @FAMILYWEALTHADVISORYGROUP
- LinkedIn @family-wealth-advisory-group
- X @FAMILYWEALTHAG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $231,475,435 | 6 | March 23, 2021 |
| October 2022 | $265,923,542 | 6 | September 9, 2022 |
| October 2023 | $232,267,107 | 6 | July 11, 2023 |
| October 2024 | $273,889,797 | 6 | March 28, 2024 |
| October 2025 | $334,678,298 | 7 | March 18, 2025 |
| October 2026 | $396,234,570 | 7 | June 30, 2026 |

Regulatory assets under management: $231,475,435 in the October 2021 data and $396,234,570 in the October 2026 data, up 71%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in IL.

### April 2026
- Regulatory assets under management went from $334,678,298 to $396,234,570 (+18%).
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Advisory Group, LLC (CRD 130595): Form ADV filing data as of October 2026.