INVESTOR ADVISORY GROUP, LLC
Legal name: INVESTOR ADVISORY GROUP
CRD #106837 SEC #801-79417 CHARLOTTE, NC 704-366-1120
SEC Registered
Total AUM
$152.7M
Discretionary
$0
Employees
4
Clients
10
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $152.7M | $0 | $152.7M | 4 | 3 |
| Dec 2024 | $140.9M | $0 | $140.9M | 4 | 0 |
| Mar 2024 | $140.9M | $0 | $140.9M | 4 | 0 |
| May 2023 | $125.7M | $0 | $125.7M | 4 | 0 |
| Jan 2023 | $125.7M | $0 | $125.7M | 4 | 0 |
| Mar 2022 | $154.5M | $0 | $154.5M | 4 | 0 |
| Mar 2021 | $141.6M | $0 | $141.6M | 4 | 0 |
| Dec 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Nov 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Aug 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Jun 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Mar 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Feb 2020 | $132.2M | $0 | $132.2M | 4 | 0 |
| Nov 2019 | $111.1M | $0 | $111.1M | 4 | 0 |
| Mar 2019 | $111.1M | $0 | $111.1M | 4 | 0 |
| Apr 2018 | $117.4M | $0 | $117.4M | 4 | 0 |
| Mar 2018 | $117.4M | $0 | $117.4M | 4 | 0 |
| Aug 2017 | $107.5M | $0 | $107.5M | 4 | 200 |
| Mar 2017 | $107.5M | $0 | $107.5M | 5 | 200 |
| Jan 2017 | $100.9M | $0 | $100.9M | 5 | 200 |
| Jul 2016 | $100.9M | $0 | $100.9M | 5 | 200 |
| Mar 2016 | $100.9M | $0 | $100.9M | 5 | 200 |
| Mar 2016 | $100.9M | $0 | $100.9M | 5 | 200 |
| Mar 2015 | $100.1M | $0 | $100.1M | 4 | 200 |
| Jan 2015 | $105.8M | $0 | $105.8M | 4 | 100 |
| Mar 2014 | $105.8M | $0 | $105.8M | 4 | 100 |
| Mar 2012 | $76.7M | $0 | $76.7M | 1 | 140 |
| Feb 2012 | $76.7M | $0 | $76.7M | 1 | 140 |
| Aug 2011 | $75.3M | $0 | $75.3M | 5 | -- |
| Mar 2009 | $65.8M | $0 | $65.8M | 5 | -- |
| Mar 2008 | $99.8M | $0 | $99.8M | 5 | -- |
| Jan 2008 | $96.1M | $0 | $96.1M | 5 | -- |
| Apr 2007 | $96.1M | $0 | $96.1M | 5 | -- |
| Mar 2007 | $96.1M | $0 | $96.1M | 5 | -- |
| Mar 2007 | $96.1M | $0 | $96.1M | 5 | -- |
| Jan 2007 | $83.3M | $83.3M | $0 | 5 | -- |
| Mar 2006 | $83.3M | $83.3M | $0 | 5 | -- |
| Jan 2005 | $60.6M | $60.6M | $0 | 5 | -- |
| Mar 2002 | $64.5M | $0 | $64.5M | 5 | -- |
DateMar 2025
Total AUM$152.7M
Discretionary$0
Non-Disc.$152.7M
Employees4
Clients3
DateDec 2024
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees4
Clients0
DateMar 2024
Total AUM$140.9M
Discretionary$0
Non-Disc.$140.9M
Employees4
Clients0
DateMay 2023
Total AUM$125.7M
Discretionary$0
Non-Disc.$125.7M
Employees4
Clients0
DateJan 2023
Total AUM$125.7M
Discretionary$0
Non-Disc.$125.7M
Employees4
Clients0
DateMar 2022
Total AUM$154.5M
Discretionary$0
Non-Disc.$154.5M
Employees4
Clients0
DateMar 2021
Total AUM$141.6M
Discretionary$0
Non-Disc.$141.6M
Employees4
Clients0
DateDec 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateNov 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateAug 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateJun 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateMar 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateFeb 2020
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees4
Clients0
DateNov 2019
Total AUM$111.1M
Discretionary$0
Non-Disc.$111.1M
Employees4
Clients0
DateMar 2019
Total AUM$111.1M
Discretionary$0
Non-Disc.$111.1M
Employees4
Clients0
DateApr 2018
Total AUM$117.4M
Discretionary$0
Non-Disc.$117.4M
Employees4
Clients0
DateMar 2018
Total AUM$117.4M
Discretionary$0
Non-Disc.$117.4M
Employees4
Clients0
DateAug 2017
Total AUM$107.5M
Discretionary$0
Non-Disc.$107.5M
Employees4
Clients200
DateMar 2017
Total AUM$107.5M
Discretionary$0
Non-Disc.$107.5M
Employees5
Clients200
DateJan 2017
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees5
Clients200
DateJul 2016
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees5
Clients200
DateMar 2016
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees5
Clients200
DateMar 2016
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees5
Clients200
DateMar 2015
Total AUM$100.1M
Discretionary$0
Non-Disc.$100.1M
Employees4
Clients200
DateJan 2015
Total AUM$105.8M
Discretionary$0
Non-Disc.$105.8M
Employees4
Clients100
DateMar 2014
Total AUM$105.8M
Discretionary$0
Non-Disc.$105.8M
Employees4
Clients100
DateMar 2012
Total AUM$76.7M
Discretionary$0
Non-Disc.$76.7M
Employees1
Clients140
DateFeb 2012
Total AUM$76.7M
Discretionary$0
Non-Disc.$76.7M
Employees1
Clients140
DateAug 2011
Total AUM$75.3M
Discretionary$0
Non-Disc.$75.3M
Employees5
Clients--
DateMar 2009
Total AUM$65.8M
Discretionary$0
Non-Disc.$65.8M
Employees5
Clients--
DateMar 2008
Total AUM$99.8M
Discretionary$0
Non-Disc.$99.8M
Employees5
Clients--
DateJan 2008
Total AUM$96.1M
Discretionary$0
Non-Disc.$96.1M
Employees5
Clients--
DateApr 2007
Total AUM$96.1M
Discretionary$0
Non-Disc.$96.1M
Employees5
Clients--
DateMar 2007
Total AUM$96.1M
Discretionary$0
Non-Disc.$96.1M
Employees5
Clients--
DateMar 2007
Total AUM$96.1M
Discretionary$0
Non-Disc.$96.1M
Employees5
Clients--
DateJan 2007
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$64.5M
Discretionary$0
Non-Disc.$64.5M
Employees5
Clients--