AdvisorCensus / Financial advisors / District of Columbia / Washington / Portfolio Advisory Group, Inc.
Portfolio Advisory Group, Inc.
Filed as PORTFOLIO ADVISORY GROUP, INC.
Portfolio Advisory Group, Inc. is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Portfolio Advisory Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Portfolio Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Portfolio Advisory Group, Inc. located?
Portfolio Advisory Group, Inc.'s principal office is in Alexandria, VA, according to its Form ADV.
Is Portfolio Advisory Group, Inc. registered with the SEC or a state?
Portfolio Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 116011.
How much does Portfolio Advisory Group, Inc. manage?
Portfolio Advisory Group, Inc. reports $115,833,952 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary).
What types of clients does Portfolio Advisory Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (34).
Which custodians does Portfolio Advisory Group, Inc. use?
Portfolio Advisory Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Portfolio Advisory Group, Inc. 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/116011
Does Portfolio Advisory Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Portfolio Advisory Group does not impose a minimum account size for opening or maintaining an account."
What changed in Portfolio Advisory Group, Inc.'s recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Portfolio Advisory Group does not impose a minimum account size for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$115,833,952 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Portfolio Advisory Group, Inc. (CRD 116011): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011