# Investment Advisors Group, LLC

> Investment Advisors Group, LLC is a state-registered investment advisory firm in Jacksonville, IL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 315769
- Filed as: INVESTMENT ADVISORS GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville, IL
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315769
- AdvisorCensus page: https://advisorcensus.com/firm/investment-advisors-group-llc-jacksonville-il-315769

## Quick answers

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

**Where is Investment Advisors Group, LLC located?**
Investment Advisors Group, LLC's principal office is in Jacksonville, IL, according to its Form ADV.

**Is Investment Advisors Group, LLC registered with the SEC or a state?**
Investment Advisors Group, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315769.

**How much does Investment Advisors Group, LLC manage?**
Investment Advisors Group, LLC reports $60,420,412 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (0% discretionary).

**How have Investment Advisors Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Investment Advisors Group, LLC: Regulatory assets under management: $0 in the October 2021 data and $60,420,412 in the October 2026 data. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investment Advisors Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (248); high net worth individuals (11); charitable organizations (3).

**Does Investment Advisors 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/315769

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,420,412
- Discretionary: $0
- Non-discretionary: $60,420,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 248 | $33,937,401 |
| High net worth individuals | 11 | $23,659,445 |
| 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 | $570,956 |
| Charitable organizations | 3 | $1,742,084 |
| 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 | 1 | $510,526 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investmentadvisorsgroup.com](https://investmentadvisorsgroup.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | September 27, 2021 |
| October 2026 | $60,420,412 | 2 | June 5, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $60,420,412 in the October 2026 data.
Total employees: 1 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Advisors Group, LLC (CRD 315769): Form ADV filing data as of October 2026.