AdvisorCensus / Financial advisors / California / Los Angeles / Post Advisory Group, LLC
Post Advisory Group, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.
Quick answers
From the filingHow is Post Advisory Group, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Post Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Post Advisory Group, LLC located?
Post Advisory Group, LLC's principal office is in Los Angeles, CA, according to its Form ADV.
Is Post Advisory Group, LLC registered with the SEC or a state?
Post Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108860.
How much does Post Advisory Group, LLC manage?
Post Advisory Group, LLC reports $13,033,125,944 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).
How have Post Advisory Group, LLC's assets and staff changed since 2021?
In the Form ADV data for Post Advisory Group, LLC: Regulatory assets under management: $16,610,544,103 in the October 2021 data and $13,033,125,944 in the October 2026 data, down 22%. Total employees: 49 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Post Advisory Group, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16); corporations or other businesses not listed above (9); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does Post Advisory Group, LLC use?
Post Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman Investments, LLC, Fifth Third Securities, Inc., J.P. Morgan Securities LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Post 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/108860
What changed in Post Advisory Group, LLC's recent Form ADV filings?
In the January 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)). Employees performing advisory functions went from 22 to 24. Regulatory assets under management went from $15,995,098,253 to $14,276,322,938 (-11%). No longer registered or notice-filed in IA. Updated its list of owners and control persons (Schedule A).
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
- Performance-based fees
- Other
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 2ASee the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$13,033,125,944 as of October 2026, filing dated May 5, 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- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- 2000 (26 years)
- Employees
- Total: 49. Performing investment advisory functions: 24.
- 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
-
6 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $13,033,125,944 | 49 | May 5, 2026 |
| October 2025 | $15,995,098,253 | 47 | May 2, 2025 |
| October 2024 | $16,737,022,213 | 50 | March 28, 2024 |
| October 2023 | $16,590,689,846 | 55 | June 23, 2023 |
| October 2022 | $17,729,029,573 | 49 | September 23, 2022 |
| October 2021 | $16,610,544,103 | 49 | July 23, 2021 |
Regulatory assets under management: $16,610,544,103 in the October 2021 data and $13,033,125,944 in the October 2026 data, down 22%.
Total employees: 49 in October 2021 and 49 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
- Employees performing advisory functions went from 22 to 24.
- Regulatory assets under management went from $15,995,098,253 to $14,276,322,938 (-11%).
- No longer registered or notice-filed in IA.
- Updated its list of owners and control persons (Schedule A).
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.ISource: 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. Post Advisory Group, LLC (CRD 108860): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/post-advisory-group-llc-los-angeles-ca-108860