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

Employees

Clients

Accounts

435

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 14, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOMAR, SAMUEL, GOODLETT	I	PRINCIPAL/OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CCO	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, ERSKINE, LEE	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARKEY, MELANIE, HERMAN	I	CHIEF OPERATIONS/COMPLIANCE OFFICER	NA
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER	NA	Control
JACKSON, EDWARD, KEITH	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
JONES, ROBERT, JOEL	I	MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
BOMAR AND COMPANY, INC.	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY CORP	DE	OWNER	D	Control
HARKEY, ERSKINE, LEE	I	PRESIDENT	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	D	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	C	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	C	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	C	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	C	Control
ASPIRATIONAL INVESTMENTS, LLC	DE	OWNER	C	Control
BOMAR AND COMPANY, INC.	DE	OWNER	C	Control
BOMAR AND COMPANY, INC.	DE	OWNER	C	Control
BOMAR AND COMPANY, INC.	DE	OWNER	C	Control
BOMAR AND COMPANY, INC.	DE	OWNER	C	Control
HARKEY CORP	DE	OWNER	C	Control
HARKEY CORP	DE	OWNER	C	Control
HARKEY CORP	DE	OWNER	C	Control
HARKEY CORP	DE	OWNER	C	Control
HARKEY CORP	DE	OWNER	C	Control
HARKEY, BETTY, GALLOWAY	I	VICE PRESIDENT	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control
JONES & COMPANY WEALTH ADVISORS, LLC	DE	OWNER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
Jackson, Julie, Frazer	I	ASPIRATIONAL INVESTMENTS, LLC	F
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
BOMAR, SAMUEL, GOODLETT	I	BOMAR AND COMPANY, INC.	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JACKSON, EDWARD, KEITH	I	ASPIRATIONAL INVESTMENTS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
JONES, ROBERT, JOEL	I	JONES & COMPANY WEALTH ADVISORS, LLC	E	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP.	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP	D	Control
HARKEY, ERSKINE, LEE	I	HARKEY CORP	D	Control
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP.	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP	C
HARKEY, BETTY, GALLOWAY	I	HARKEY CORP	C

Registrations

Federal

Mar 14, 2025 REGISTERED

Notice Filings (6)

FL GA LA NC NY SC

Address

421 SOUTH SHARON AMITY ROAD
SUITE A
CHARLOTTE, NC 28211
United States

Phone: 704-366-1120