THE PRIVATE INVESTMENT GROUP, INC.
CRD #128876 SEC #801-62497 CENTERVILLE, OH 937-434-0500
SEC Registered
Total AUM
$157.1M
Discretionary
$156.1M
Employees
4
Clients
10
Accounts
454
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.1M | $156.1M | $968.8K | 4 | 0 |
| Nov 2024 | $147.8M | $147.2M | $590.4K | 4 | 0 |
| Feb 2024 | $147.8M | $147.2M | $590.4K | 4 | 0 |
| Mar 2023 | $148M | $147M | $1M | 6 | 0 |
| Jun 2022 | $176M | $175M | $1M | 6 | 0 |
| Mar 2022 | $176M | $175M | $1M | 6 | 0 |
| Mar 2021 | $161M | $161M | $0 | 6 | 0 |
| Feb 2021 | $144.9M | $132.9M | $12M | 5 | 350 |
| Jun 2020 | $144.9M | $132.9M | $12M | 5 | 350 |
| Jun 2020 | $144.9M | $132.9M | $12M | 5 | 350 |
| Jul 2019 | $128M | $120M | $8M | 5 | 350 |
| Mar 2017 | $132.7M | $123.7M | $9M | 5 | 250 |
| Mar 2016 | $124.3M | $116.1M | $8.3M | 5 | 250 |
| Apr 2015 | $124.9M | $113.6M | $11.3M | 5 | 250 |
| Mar 2014 | $106.4M | $104.3M | $2.1M | 5 | 250 |
| Apr 2013 | $105M | $101.5M | $3.5M | 5 | 300 |
| May 2012 | $103.3M | $97.2M | $6.1M | 6 | 300 |
| Jan 2012 | $103M | $94.3M | $8.8M | 6 | 300 |
| Mar 2011 | $101.3M | $92.8M | $8.4M | 10 | -- |
| Mar 2010 | $85.7M | $76.4M | $9.3M | 10 | -- |
| Mar 2008 | $78.5M | $65.7M | $12.8M | 10 | -- |
| Dec 2006 | $61M | $55M | $6M | 10 | -- |
| Jan 2006 | $47.3M | $47.3M | $0 | 10 | -- |
| Nov 2005 | $47.3M | $47.3M | $0 | 10 | -- |
| Nov 2003 | $35.3M | $31.3M | $4M | 10 | -- |
| Oct 2003 | $35.3M | $31.3M | $4M | 10 | -- |
DateMar 2025
Total AUM$157.1M
Discretionary$156.1M
Non-Disc.$968.8K
Employees4
Clients0
DateNov 2024
Total AUM$147.8M
Discretionary$147.2M
Non-Disc.$590.4K
Employees4
Clients0
DateFeb 2024
Total AUM$147.8M
Discretionary$147.2M
Non-Disc.$590.4K
Employees4
Clients0
DateMar 2023
Total AUM$148M
Discretionary$147M
Non-Disc.$1M
Employees6
Clients0
DateJun 2022
Total AUM$176M
Discretionary$175M
Non-Disc.$1M
Employees6
Clients0
DateMar 2022
Total AUM$176M
Discretionary$175M
Non-Disc.$1M
Employees6
Clients0
DateMar 2021
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$144.9M
Discretionary$132.9M
Non-Disc.$12M
Employees5
Clients350
DateJun 2020
Total AUM$144.9M
Discretionary$132.9M
Non-Disc.$12M
Employees5
Clients350
DateJun 2020
Total AUM$144.9M
Discretionary$132.9M
Non-Disc.$12M
Employees5
Clients350
DateJul 2019
Total AUM$128M
Discretionary$120M
Non-Disc.$8M
Employees5
Clients350
DateMar 2017
Total AUM$132.7M
Discretionary$123.7M
Non-Disc.$9M
Employees5
Clients250
DateMar 2016
Total AUM$124.3M
Discretionary$116.1M
Non-Disc.$8.3M
Employees5
Clients250
DateApr 2015
Total AUM$124.9M
Discretionary$113.6M
Non-Disc.$11.3M
Employees5
Clients250
DateMar 2014
Total AUM$106.4M
Discretionary$104.3M
Non-Disc.$2.1M
Employees5
Clients250
DateApr 2013
Total AUM$105M
Discretionary$101.5M
Non-Disc.$3.5M
Employees5
Clients300
DateMay 2012
Total AUM$103.3M
Discretionary$97.2M
Non-Disc.$6.1M
Employees6
Clients300
DateJan 2012
Total AUM$103M
Discretionary$94.3M
Non-Disc.$8.8M
Employees6
Clients300
DateMar 2011
Total AUM$101.3M
Discretionary$92.8M
Non-Disc.$8.4M
Employees10
Clients--
DateMar 2010
Total AUM$85.7M
Discretionary$76.4M
Non-Disc.$9.3M
Employees10
Clients--
DateMar 2008
Total AUM$78.5M
Discretionary$65.7M
Non-Disc.$12.8M
Employees10
Clients--
DateDec 2006
Total AUM$61M
Discretionary$55M
Non-Disc.$6M
Employees10
Clients--
DateJan 2006
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$35.3M
Discretionary$31.3M
Non-Disc.$4M
Employees10
Clients--
DateOct 2003
Total AUM$35.3M
Discretionary$31.3M
Non-Disc.$4M
Employees10
Clients--