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THE PRIVATE INVESTMENT GROUP, INC.
CRD 128876File 801-62497
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$179.3M
Bottom 25% of cohort (national)
Discretionary AUM
$178.6M
Non-discretionary $777K
Clients
184
459 accounts
Employees
4
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 7, 2003
- Principal office
- 580 LINCOLN PARK BLVD, SUITE 222, KETTERING, OH, 45440
- Phone
- 937-434-0500
- Website
- https://www.tpiginc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $179.3M
- Discretionary AUM
- $178.6M
- Non-discretionary AUM
- $777K
- Discretionary accounts
- 438
- Non-discretionary accounts
- 21
- Total accounts
- 459
- AUM per client
- $975K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $140.7M |
| Individuals (other than high net worth individuals) | 142 | $38.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.