# 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.

- CRD: 108860
- Filed as: POST ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108860
- AdvisorCensus page: https://advisorcensus.com/firm/post-advisory-group-llc-los-angeles-ca-108860

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Brown Brothers Harriman Investments, LLC
- Fifth Third Securities, Inc.
- J.P. Morgan Securities LLC
- Northern Trust Securities, Inc.

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: $13,033,125,944
- Discretionary: $13,033,125,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $668,024,362 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $4,408,027,513 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $535,227,067 |
| Charitable organizations | 1 | $134,540,310 |
| State or municipal government entities (including government pension plans) | 4 | $2,753,726,578 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 3 | $1,062,048,615 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $3,471,531,499 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 49 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NC, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- postadvisory.com
- LinkedIn @64821

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,610,544,103 | 49 | July 23, 2021 |
| October 2022 | $17,729,029,573 | 49 | September 23, 2022 |
| October 2023 | $16,590,689,846 | 55 | June 23, 2023 |
| October 2024 | $16,737,022,213 | 50 | March 28, 2024 |
| October 2025 | $15,995,098,253 | 47 | May 2, 2025 |
| October 2026 | $13,033,125,944 | 49 | May 5, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Post Advisory Group, LLC (CRD 108860): Form ADV filing data as of October 2026.