THE FINANCIAL ADVISORY GROUP, LLC
CRD #109558 SEC #801-54599 HOUSTON, TX 713-627-7660
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
22
Clients
251
Accounts
2,434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.2B | $1.2B | $0 | 22 | 5 |
| Mar 2023 | $1.2B | $1.2B | $0 | 22 | 3 |
| Mar 2023 | $1.2B | $1.2B | $0 | 22 | 3 |
| Oct 2022 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 20 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 18 | 0 |
| Jun 2020 | $957.1M | $957.1M | $0 | 18 | 0 |
| Mar 2020 | $957.1M | $957.1M | $0 | 18 | 0 |
| Mar 2019 | $874.4M | $874.4M | $0 | 18 | 0 |
| Nov 2018 | $856.6M | $856.6M | $0 | 17 | 4 |
| Mar 2018 | $856.6M | $856.6M | $0 | 17 | 4 |
| Mar 2017 | $771.2M | $771.2M | $0 | 16 | 400 |
| Mar 2016 | $680.6M | $680.6M | $0 | 18 | 400 |
| Mar 2015 | $714.8M | $714.8M | $0 | 14 | 400 |
| Mar 2014 | $673M | $673M | $0 | 13 | 400 |
| Mar 2013 | $560.2M | $560.2M | $0 | 14 | 300 |
| Mar 2012 | $512M | $512M | $0 | 11 | 300 |
| Mar 2011 | $525.7M | $525.7M | $0 | -- | -- |
| Dec 2010 | $510M | $510M | $0 | -- | -- |
| Mar 2010 | $407M | $407M | $0 | -- | -- |
| Mar 2008 | $436.5M | $436.5M | $0 | -- | -- |
| Mar 2007 | $399.3M | $399.3M | $0 | -- | -- |
| Feb 2006 | $327.2M | $327.2M | $0 | -- | -- |
| Jun 2005 | $283.4M | $283.4M | $0 | -- | -- |
| May 2005 | $283.4M | $283.4M | $0 | -- | -- |
| May 2004 | $250.8M | $244.3M | $6.5M | 10 | -- |
| Mar 2004 | $250.8M | $244.3M | $6.5M | 10 | -- |
| Jan 2004 | $204.8M | $192.7M | $12.1M | -- | -- |
| Apr 2002 | $218.8M | $204.7M | $14.1M | 10 | -- |
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients5
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients3
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees22
Clients3
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$957.1M
Discretionary$957.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$957.1M
Discretionary$957.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$874.4M
Discretionary$874.4M
Non-Disc.$0
Employees18
Clients0
DateNov 2018
Total AUM$856.6M
Discretionary$856.6M
Non-Disc.$0
Employees17
Clients4
DateMar 2018
Total AUM$856.6M
Discretionary$856.6M
Non-Disc.$0
Employees17
Clients4
DateMar 2017
Total AUM$771.2M
Discretionary$771.2M
Non-Disc.$0
Employees16
Clients400
DateMar 2016
Total AUM$680.6M
Discretionary$680.6M
Non-Disc.$0
Employees18
Clients400
DateMar 2015
Total AUM$714.8M
Discretionary$714.8M
Non-Disc.$0
Employees14
Clients400
DateMar 2014
Total AUM$673M
Discretionary$673M
Non-Disc.$0
Employees13
Clients400
DateMar 2013
Total AUM$560.2M
Discretionary$560.2M
Non-Disc.$0
Employees14
Clients300
DateMar 2012
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$525.7M
Discretionary$525.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$510M
Discretionary$510M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$407M
Discretionary$407M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$436.5M
Discretionary$436.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$399.3M
Discretionary$399.3M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$327.2M
Discretionary$327.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$250.8M
Discretionary$244.3M
Non-Disc.$6.5M
Employees10
Clients--
DateMar 2004
Total AUM$250.8M
Discretionary$244.3M
Non-Disc.$6.5M
Employees10
Clients--
DateJan 2004
Total AUM$204.8M
Discretionary$192.7M
Non-Disc.$12.1M
Employees--
Clients--
DateApr 2002
Total AUM$218.8M
Discretionary$204.7M
Non-Disc.$14.1M
Employees10
Clients--