# Stock Plan Advisory Group LLC

> Stock Plan Advisory Group LLC is a state-registered investment advisory firm in Alexandria, VA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 314680
- Filed as: STOCK PLAN ADVISORY GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314680
- AdvisorCensus page: https://advisorcensus.com/firm/stock-plan-advisory-group-llc-alexandria-va-314680

## Quick answers

**How is Stock Plan Advisory Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stock Plan Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Stock Plan Advisory Group LLC located?**
Stock Plan Advisory Group LLC's principal office is in Alexandria, VA, according to its Form ADV.

**Is Stock Plan Advisory Group LLC registered with the SEC or a state?**
Stock Plan Advisory Group LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314680.

**How much does Stock Plan Advisory Group LLC manage?**
Stock Plan Advisory Group LLC reports $19,446,128 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**What types of clients does Stock Plan Advisory Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (6).

**Does Stock Plan 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314680

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $19,446,128
- Discretionary: $19,446,128
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $10,638,599 |
| High net worth individuals | 6 | $8,807,529 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stockplanadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stock Plan Advisory Group LLC (CRD 314680): Form ADV filing data as of October 2026.