AG ASSET ADVISORY, LLC

CRD 154406File 801-80760

APPROVED

Retail clients

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$440.5M

Below cohort median (national)

Discretionary AUM

$440.5M

Clients

196 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 2, 2015
Principal office: 1901 AVENUE OF THE STARS, SUITE 200, LOS ANGELES, CA, 90067
Phone: 310-907-8656
Website: https://agassetadvisory.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $440.5M
Discretionary AUM: $440.5M
Non-discretionary AUM: $0
Discretionary accounts: 196
Non-discretionary accounts: 0
Total accounts: 196
AUM per client: $11.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$25.2M
High net worth individuals	33	$410.5M
Individuals (other than high net worth individuals)	Fewer than 5	$4.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
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.