# Weinberg Advisory Group

> Weinberg Advisory Group is a state-registered investment advisory firm in Columbus, OH, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 133954
- Filed as: WEINBERG ADVISORY GROUP
- Legal name: Weinberg Advisory Group, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133954
- AdvisorCensus page: https://advisorcensus.com/firm/weinberg-advisory-group-columbus-oh-133954

## Quick answers

**How is Weinberg Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Weinberg Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Weinberg Advisory Group located?**
Weinberg Advisory Group's principal office is in Columbus, OH, according to its Form ADV.

**Is Weinberg Advisory Group registered with the SEC or a state?**
Weinberg Advisory Group is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133954.

**How much does Weinberg Advisory Group manage?**
Weinberg Advisory Group reports $55,100,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Weinberg Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (20); charitable organizations (2).

**Does Weinberg 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133954

## 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: $55,100,000
- Discretionary: $55,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $15,900,000 |
| High net worth individuals | 20 | $36,400,000 |
| Charitable organizations | 2 | $400,000 |
| Corporations or other businesses not listed above | 2 | $2,400,000 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. Weinberg Advisory Group (CRD 133954): Form ADV filing data as of October 2026.