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POST ADVISORY GROUP, LLC

CRD 108860File 801-57939
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.03B
Top 10% of cohort (national)
Discretionary AUM
$13.03B
Clients
40
40 accounts
Employees
49
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Sep 18, 2000
Principal office
2049 CENTURY PARK EAST, SUITE 3050, LOS ANGELES, CA, 90067
Phone
310-996-9600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.03B
Discretionary AUM
$13.03B
Non-discretionary AUM
$0
Discretionary accounts
40
Non-discretionary accounts
0
Total accounts
40
AUM per client
$325.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other9$3.47B
Insurance companiesFewer than 5$1.06B
Investment companies2$668.0M
Charitable organizationsFewer than 5$134.5M
Pooled investment vehicles16$4.41B
Pension and profit sharing plans5$535.2M
State or municipal government entitiesFewer than 5$2.75B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)COLLATERAL MGMT. FEE ON COLL. PRINCIPAL & ACCRUED INTEREST.
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.