INVESTOR ADVISORY GROUP

Legal name: INVESTOR ADVISORY GROUP, LLC

CRD 106837File 801-79417

APPROVED

Retail clients

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.1M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $172.1M

Clients

184

442 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 2, 2014
Principal office: 421 SOUTH SHARON AMITY ROAD, SUITE A, CHARLOTTE, NC, 28211
Phone: 704-366-1120
Website: HTTP://WWW.THEIAG.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.1M
Discretionary AUM: $0
Non-discretionary AUM: $172.1M
Discretionary accounts: 0
Non-discretionary accounts: 442
Total accounts: 442
AUM per client: $935K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	54	$130.9M
Pension and profit sharing plans	Fewer than 5	$1.7M
Individuals (other than high net worth individuals)	129	$39.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.