# 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.

- CRD: 116011
- Filed as: PORTFOLIO ADVISORY GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116011
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-advisory-group-inc-alexandria-va-116011

## Quick answers

**How 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.

**How much does Portfolio Advisory Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $200 an hour (investment consulting and financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> Portfolio Advisory Group does not impose a minimum account size for opening or maintaining an account.

- Hourly rate: $200 an hour (investment consulting and financial planning services)

> For its investment consulting and financial planning services, unless otherwise negotiated, our firm charges an hourly fee of $200.00.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial 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: $115,833,952
- Discretionary: $113,994,254
- Non-discretionary: $1,839,698

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $16,310,900 |
| High net worth individuals | 34 | $98,221,095 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $1,301,957 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Advisory Group, Inc. (CRD 116011): Form ADV filing data as of October 2026.