FAMILY WEALTH ADVISORY GROUP, LLC
CRD #130595 SEC #801-62921 CINCINNATI, OH 513-469-8100
SEC Registered
Total AUM
$334.7M
Discretionary
$244.9M
Employees
7
Clients
101
Accounts
829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $334.7M | $244.9M | $89.8M | 7 | 2 |
| Mar 2024 | $273.9M | $187.1M | $86.8M | 6 | 2 |
| Jul 2023 | $232.3M | $156.3M | $76M | 6 | 2 |
| Mar 2023 | $232.3M | $156.3M | $76M | 6 | 2 |
| Sep 2022 | $265.9M | $172.7M | $93.2M | 6 | 3 |
| Mar 2022 | $265.9M | $172.7M | $93.2M | 6 | 3 |
| Nov 2021 | $231.5M | $146.2M | $85.3M | 6 | 2 |
| Mar 2021 | $231.5M | $146.2M | $85.3M | 6 | 2 |
| Jun 2020 | $200.1M | $110M | $90.1M | 6 | 2 |
| Mar 2020 | $200.1M | $110M | $90.1M | 6 | 2 |
| Mar 2019 | $165.4M | $92.6M | $72.7M | 6 | 2 |
| Mar 2018 | $159.2M | $86.6M | $72.5M | 6 | 0 |
| Mar 2017 | $205.7M | $63.9M | $141.8M | 5 | 147 |
| Mar 2016 | $174M | $58.2M | $115.8M | 5 | 145 |
| Mar 2015 | $172.5M | $56.8M | $115.7M | 4 | 137 |
| Mar 2014 | $152.1M | $52.7M | $99.5M | 4 | 128 |
| Jan 2013 | $126.8M | $45.4M | $81.5M | 4 | 132 |
| Mar 2012 | $105.7M | $39.7M | $66M | 1 | 144 |
| Feb 2010 | $75.9M | $30.3M | $45.7M | 5 | -- |
| Mar 2009 | $57.4M | $27M | $30.4M | 5 | -- |
| Aug 2007 | $60.4M | $5.8M | $54.6M | 5 | -- |
| Feb 2007 | $60.4M | $5.8M | $54.6M | 5 | -- |
| Feb 2006 | $43.5M | $6M | $37.4M | 5 | -- |
| Feb 2005 | $28.9M | $0 | $28.9M | 5 | -- |
| Feb 2005 | $28.9M | $0 | $28.9M | 5 | -- |
| Aug 2004 | $25.2M | $0 | $25.2M | 5 | -- |
DateMar 2025
Total AUM$334.7M
Discretionary$244.9M
Non-Disc.$89.8M
Employees7
Clients2
DateMar 2024
Total AUM$273.9M
Discretionary$187.1M
Non-Disc.$86.8M
Employees6
Clients2
DateJul 2023
Total AUM$232.3M
Discretionary$156.3M
Non-Disc.$76M
Employees6
Clients2
DateMar 2023
Total AUM$232.3M
Discretionary$156.3M
Non-Disc.$76M
Employees6
Clients2
DateSep 2022
Total AUM$265.9M
Discretionary$172.7M
Non-Disc.$93.2M
Employees6
Clients3
DateMar 2022
Total AUM$265.9M
Discretionary$172.7M
Non-Disc.$93.2M
Employees6
Clients3
DateNov 2021
Total AUM$231.5M
Discretionary$146.2M
Non-Disc.$85.3M
Employees6
Clients2
DateMar 2021
Total AUM$231.5M
Discretionary$146.2M
Non-Disc.$85.3M
Employees6
Clients2
DateJun 2020
Total AUM$200.1M
Discretionary$110M
Non-Disc.$90.1M
Employees6
Clients2
DateMar 2020
Total AUM$200.1M
Discretionary$110M
Non-Disc.$90.1M
Employees6
Clients2
DateMar 2019
Total AUM$165.4M
Discretionary$92.6M
Non-Disc.$72.7M
Employees6
Clients2
DateMar 2018
Total AUM$159.2M
Discretionary$86.6M
Non-Disc.$72.5M
Employees6
Clients0
DateMar 2017
Total AUM$205.7M
Discretionary$63.9M
Non-Disc.$141.8M
Employees5
Clients147
DateMar 2016
Total AUM$174M
Discretionary$58.2M
Non-Disc.$115.8M
Employees5
Clients145
DateMar 2015
Total AUM$172.5M
Discretionary$56.8M
Non-Disc.$115.7M
Employees4
Clients137
DateMar 2014
Total AUM$152.1M
Discretionary$52.7M
Non-Disc.$99.5M
Employees4
Clients128
DateJan 2013
Total AUM$126.8M
Discretionary$45.4M
Non-Disc.$81.5M
Employees4
Clients132
DateMar 2012
Total AUM$105.7M
Discretionary$39.7M
Non-Disc.$66M
Employees1
Clients144
DateFeb 2010
Total AUM$75.9M
Discretionary$30.3M
Non-Disc.$45.7M
Employees5
Clients--
DateMar 2009
Total AUM$57.4M
Discretionary$27M
Non-Disc.$30.4M
Employees5
Clients--
DateAug 2007
Total AUM$60.4M
Discretionary$5.8M
Non-Disc.$54.6M
Employees5
Clients--
DateFeb 2007
Total AUM$60.4M
Discretionary$5.8M
Non-Disc.$54.6M
Employees5
Clients--
DateFeb 2006
Total AUM$43.5M
Discretionary$6M
Non-Disc.$37.4M
Employees5
Clients--
DateFeb 2005
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees5
Clients--
DateFeb 2005
Total AUM$28.9M
Discretionary$0
Non-Disc.$28.9M
Employees5
Clients--
DateAug 2004
Total AUM$25.2M
Discretionary$0
Non-Disc.$25.2M
Employees5
Clients--