INVESTMENT ADVISORY GROUP, LLC
Legal name: INVESTMENT ADVISORY GROUP LLC
CRD #109445 SEC #801-56937 SARASOTA, FL 781-826-1235
SEC Registered
Total AUM
$994.4M
Discretionary
$994.4M
Employees
10
Clients
0
Accounts
3,425
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 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 |
|---|---|---|---|---|
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| MCCALL, GEORGE, ARTHUR | I | CFP/PARTNER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RICHARDS, JAY, LIPFERT | I | CFP/PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jun 27, 2025 REGISTERED
Notice Filings (21)
CA CO CT FL IL LA MA MD ME NC NH NJ NY OH PA RI SC TN TX VA VT
Address
1343 MAIN STREETSUITE 705-787
SARASOTA, FL 34236
United States
Phone: 781-826-1235