# Irving Advisory Group, LLC

> Irving Advisory Group, LLC is a state-registered investment advisory firm in San Marcos, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 160169
- Filed as: IRVING ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Marcos, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160169
- AdvisorCensus page: https://advisorcensus.com/firm/irving-advisory-group-llc-san-marcos-ca-160169

## Quick answers

**How is Irving Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Irving Advisory Group, LLC reports these compensation arrangements: other.

**Where is Irving Advisory Group, LLC located?**
Irving Advisory Group, LLC's principal office is in San Marcos, CA, according to its Form ADV.

**Is Irving Advisory Group, LLC registered with the SEC or a state?**
Irving Advisory Group, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160169.

**How much does Irving Advisory Group, LLC manage?**
Irving Advisory Group, LLC reports $17,144,350 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Irving Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); pension and profit sharing plans (but not the plan participants or government pension plans) (2); high net worth individuals (1).

**Does Irving Advisory Group, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission). 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/160169

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $17,144,350
- Discretionary: $17,144,350
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $7,093,968 |
| High net worth individuals | 1 | $4,076,663 |
| 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 | $5,973,719 |
| 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?

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/160169

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Irving Advisory Group, LLC (CRD 160169): Form ADV filing data as of October 2026.