# The Ryan Group Portfolio Design LLC

> The Ryan Group Portfolio Design LLC is a state-registered investment advisory firm, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 3, 2024.

- CRD: 124774
- Filed as: THE RYAN GROUP PORTFOLIO DESIGN LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: May 3, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124774
- AdvisorCensus page: https://advisorcensus.com/firm/the-ryan-group-portfolio-design-llc-124774

## Quick answers

**How is The Ryan Group Portfolio Design LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Ryan Group Portfolio Design LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is The Ryan Group Portfolio Design LLC registered with the SEC or a state?**
The Ryan Group Portfolio Design LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 124774.

**How much does The Ryan Group Portfolio Design LLC manage?**
The Ryan Group Portfolio Design LLC reports $932,715 in regulatory assets under management in its Form ADV filing dated May 3, 2024 (100% discretionary).

**Does The Ryan Group Portfolio Design 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/124774

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $932,715
- Discretionary: $932,715
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $932,715 |
| High net worth individuals | 0 | Not reported |
| 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 | 0 | Not reported |
| 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)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Ryan Group Portfolio Design LLC (CRD 124774): Form ADV filing data as of October 2026.