# Ultra Advisory Group

> Ultra Advisory Group is an SEC-registered investment advisory firm in Irvine, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 338775
- Filed as: ULTRA ADVISORY GROUP
- Legal name: Ultra Advisory Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338775
- AdvisorCensus page: https://advisorcensus.com/firm/ultra-advisory-group-irvine-ca-338775

## Quick answers

**How is Ultra Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Ultra Advisory Group 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.

**Where is Ultra Advisory Group located?**
Ultra Advisory Group's principal office is in Irvine, CA, according to its Form ADV.

**Is Ultra Advisory Group registered with the SEC or a state?**
Ultra Advisory Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338775.

**How much does Ultra Advisory Group manage?**
Ultra Advisory Group reports $142,609,950 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Ultra Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (35); charitable organizations (1).

**Which custodians does Ultra Advisory Group use?**
Ultra Advisory Group'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 Ultra Advisory Group 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/338775

**What changed in Ultra Advisory Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $142,609,950.

## From the Form ADV filing

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

### 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: $142,609,950
- Discretionary: $142,609,950
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $12,693,162 |
| High net worth individuals | 35 | $127,915,695 |
| Charitable organizations | 1 | $1,999,780 |
| Corporations or other businesses not listed above | 1 | $1,313 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $142,609,950.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ultra Advisory Group (CRD 338775): Form ADV filing data as of October 2026.