{
  "crd_number": 109291,
  "slug": "us-advisory-group-beverly-ma-109291",
  "primary_business_name": "US ADVISORY GROUP",
  "legal_name": "US ADVISORY GROUP LLC",
  "dbas": [],
  "city": "Beverly",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-07-21",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 65839294.0,
  "raum_discretionary": 65839294.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 19316341.0,
      "count": 78
    },
    "high_net_worth_individuals": {
      "raum": 46522953.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://facebook.com/USADVISORYGROUP",
    "https://facebook.com/tucker.mcdonald",
    "https://instagram.com/usadvisorygroupwealth",
    "https://linkedin.com/company/us-advisory-group",
    "https://linkedin.com/in/christopher-mcdonald-22887470",
    "https://linkedin.com/in/tuckermcdonald",
    "https://twitter.com/USADVISORYGROUP",
    "https://usadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109291",
  "disclosure_items": [
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "BEVERLY",
  "url": "https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291",
  "display_name": "US Advisory Group",
  "summary": "US Advisory Group is a state-registered investment advisory firm in Beverly, MA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. US Advisory Group (CRD 109291): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is US Advisory Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), US Advisory Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is US Advisory Group located?",
      "a": "US Advisory Group's principal office is in Beverly, MA, according to its Form ADV."
    },
    {
      "q": "Is US Advisory Group registered with the SEC or a state?",
      "a": "US Advisory Group is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 109291."
    },
    {
      "q": "How much does US Advisory Group manage?",
      "a": "US Advisory Group reports $65,839,294 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does US Advisory Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (27)."
    },
    {
      "q": "Does US Advisory Group report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109291"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/us-advisory-group-beverly-ma-109291.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 19316341.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 46522953.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109291",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}