# Private Advisory

> Private Advisory is an SEC-registered investment advisory firm in Redmond, WA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 170043
- Filed as: PRIVATE ADVISORY
- Legal name: Private Advisory Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170043
- AdvisorCensus page: https://advisorcensus.com/firm/private-advisory-redmond-wa-170043

## Quick answers

**How is Private Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Private Advisory reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Private Advisory located?**
Private Advisory's principal office is in Redmond, WA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Private Advisory registered with the SEC or a state?**
Private Advisory is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170043.

**How much does Private Advisory manage?**
Private Advisory reports $2,144,656,403 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Private Advisory's assets and staff changed since 2021?**
In the Form ADV data for Private Advisory: Regulatory assets under management: $476,742,456 in the October 2021 data and $2,144,656,403 in the October 2026 data, up 350%. Total employees: 8 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (596); high net worth individuals (319); corporations or other businesses not listed above (14).

**Which custodians does Private Advisory use?**
Private Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Private Advisory 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/170043

**Does Private Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated June 12, 2026 says: "Private Advisory imposes a minimum account size requirement of $500,000 of assets under management." "We may waive the minimum account size requirement in our discretion or combine related accounts to achieve the minimum account size."

**What changed in Private Advisory's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in GA, NV, TN, WY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 12, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Private Advisory imposes a minimum account size requirement of $500,000 of assets under management.

> We may waive the minimum account size requirement in our discretion or combine related accounts to achieve the minimum account size.

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.

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: $2,144,656,403
- Discretionary: $2,143,672,708
- Non-discretionary: $983,695

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 596 | $330,132,084 |
| High net worth individuals | 319 | $1,770,898,394 |
| 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 | $400,721 |
| 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 | 14 | $43,225,204 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 31 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, NE, NV, OR, TN, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Lehi, UT

### Websites listed on Form ADV (Item 1.I)
- privateadvisory.com
- Facebook @PrivateAdvisoryGroup
- LinkedIn @privateadvisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $476,742,456 | 8 | April 26, 2021 |
| October 2022 | $687,488,520 | 14 | August 8, 2022 |
| October 2023 | $642,174,000 | 16 | March 24, 2023 |
| October 2024 | $900,483,416 | 18 | March 27, 2024 |
| October 2025 | $1,316,456,660 | 26 | April 10, 2025 |
| October 2026 | $2,144,656,403 | 31 | August 18, 2026 |

Regulatory assets under management: $476,742,456 in the October 2021 data and $2,144,656,403 in the October 2026 data, up 350%.
Total employees: 8 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in GA, NV, TN, WY.

### July 2026
- Regulatory assets under management went from $1,690,354,300 to $2,144,656,403 (+27%).

### April 2026
- Employees performing advisory functions went from 13 to 12.
- Regulatory assets under management went from $1,316,456,660 to $1,690,354,300 (+28%).

### March 2026
- Added an office in Lehi, UT.
- No longer lists an office in Draper, UT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Advisory (CRD 170043): Form ADV filing data as of October 2026.