# Investment Advisory Group LLC

> Investment Advisory Group LLC is an SEC-registered investment advisory firm in Sarasota, FL, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 109445
- Filed as: INVESTMENT ADVISORY GROUP LLC
- Also doing business as: MARITIME WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109445
- AdvisorCensus page: https://advisorcensus.com/firm/investment-advisory-group-llc-sarasota-fl-109445

## Quick answers

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

**How much does Investment Advisory Group LLC charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $100 to $300 an hour (financial planning services); Flat fee: $500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Investment Advisory Group LLC located?**
Investment Advisory Group LLC's principal office is in Sarasota, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Investment Advisory Group LLC registered with the SEC or a state?**
Investment Advisory Group LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109445.

**How much does Investment Advisory Group LLC manage?**
Investment Advisory Group LLC reports $1,217,000,000 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Investment Advisory Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Investment Advisory Group LLC: Regulatory assets under management: $619,900,000 in the October 2021 data and $1,217,000,000 in the October 2026 data, up 96%. Total employees: 12 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investment Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,267); high net worth individuals (275).

**Which custodians does Investment Advisory Group LLC use?**
Investment 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 Investment 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/109445

**Does Investment Advisory Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "Investment Advisory Group generally does not impose a minimum size for establishing a relationship, however certain independent managers may impose a minimum fee."

**What changed in Investment Advisory Group LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $994,439,000 to $1,217,000,000 (+22%).

## 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 5, 2026)

- Account minimum: None

> Investment Advisory Group generally does not impose a minimum size for establishing a relationship, however certain independent managers may impose a minimum fee.

- Hourly rate: $100 to $300 an hour (financial planning services)

> Hourly fees range from $100 to $300 per hour.

- Flat fee: $500 to $10,000 (financial planning services)

> Fixed fees and annual retainer fees will typically range from $500 to $10,000 with a minimum fee of $500.

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: $1,217,000,000
- Discretionary: $1,217,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,267 | $591,385,620 |
| High net worth individuals | 275 | $624,347,383 |
| Charitable organizations | Fewer than 5 | $1,266,997 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (26 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Hanover, MA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $619,900,000 | 12 | September 30, 2021 |
| October 2022 | $716,350,000 | 12 | February 7, 2022 |
| October 2023 | $709,634,040 | 10 | January 30, 2023 |
| October 2024 | $848,188,265 | 10 | June 11, 2024 |
| October 2025 | $994,439,000 | 10 | June 27, 2025 |
| October 2026 | $1,217,000,000 | 10 | February 5, 2026 |

Regulatory assets under management: $619,900,000 in the October 2021 data and $1,217,000,000 in the October 2026 data, up 96%.
Total employees: 12 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $994,439,000 to $1,217,000,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Advisory Group LLC (CRD 109445): Form ADV filing data as of October 2026.