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POST ADVISORY GROUP, LLC
CRD 108860File 801-57939
APPROVED
Custody
Filing as of May 5, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.POSTADVISORY.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.47B |
| Insurance companies | Fewer than 5 | $1.06B |
| Investment companies | 2 | $668.0M |
| Charitable organizations | Fewer than 5 | $134.5M |
| Pooled investment vehicles | 16 | $4.41B |
| Pension and profit sharing plans | 5 | $535.2M |
| State or municipal government entities | Fewer than 5 | $2.75B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $13,065,473,758 | $13,033,125,944 | decreased by$32,347,814 |
| Apr 1, 2026 | Employees | 53 | 49 | decreased by4 |
| Apr 1, 2026 | Clients | 42 | 40 | decreased by2 |
| Apr 1, 2026 | AUM | $14,276,322,938 | $13,065,473,758 | decreased by$1,210,849,180 |
| Apr 1, 2026 | Accounts | 42 | 40 | decreased by2 |
| Jan 1, 2026 | Employees | 47 | 53 | increased by6 |
| Jan 1, 2026 | Disclosures | Yes | No | |
| Jan 1, 2026 | Clients | 40 | 42 | increased by2 |
| Jan 1, 2026 | AUM | $15,995,098,253 | $14,276,322,938 | decreased by$1,718,775,315 |
| Jan 1, 2026 | Accounts | 44 | 42 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $15,958,825,682 | $15,995,098,253 | increased by$36,272,571 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 47 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 40 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,729,029,573 | $15,958,825,682 | decreased by$1,770,203,891 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “POST ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POST ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.