AERIE ADVISORY GROUP LLC
CRD #333610 SEC #801-131472 GIG HARBOR, WA (253) 209-7425
SEC Registered
Total AUM
$742.4M
Discretionary
$301.5M
Employees
12
Clients
--
Accounts
11
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 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 |
|---|---|---|---|---|
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| BRENT, ROMAN, GUY | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Critchfield, Robert, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| Holcomb, Mark, Edward | I | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | NA | |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| PIERSON, BRIAN, ANDREW | I | PRESIDENT | NA | Control |
| ROSS, ALYSSA, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| 2006 THRESHOLD RETURN OF CAPITAL | DE | MEMBER | E | Control |
| AERIE ADVISORY GROUP TRUST | DE | OWNER | E | Control |
| AERIE ADVISORY GROUP TRUST | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Critchfield, Robert, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F | |
| Critchfield, Robert, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F | |
| Critchfield, Robert, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F | |
| Holcomb, Mark, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F | |
| Holcomb, Mark, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F | |
| Holcomb, Mark, Edward | I | 2006 THRESHOLD RETURN OF CAPITAL | F |
Registrations
Federal
IA
Sep 19, 2025 REGISTERED
Notice Filings (3)
MD VA WA
Address
3025 HARBORVIEW DRIVEGIG HARBOR, WA 98335
United States
Phone: (253) 209-7425