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PRIVATE ADVISORY
Legal name: PRIVATE ADVISORY GROUP LLC
CRD 170043File 801-79100
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Non-discretionary $984K
Clients
929
3,217 accounts
Employees
31
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 24, 2014
- Principal office
- 16880 NE 79TH STREET, REDMOND, WA, 98052
- Phone
- 425-498-2320
- Website
- https://privateadvisory.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $2.14B
- Non-discretionary AUM
- $984K
- Discretionary accounts
- 3,196
- Non-discretionary accounts
- 21
- Total accounts
- 3,217
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $43.2M |
| Charitable organizations | Fewer than 5 | $401K |
| High net worth individuals | 319 | $1.77B |
| Individuals (other than high net worth individuals) | 596 | $330.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 712 | 929 | increased by217 |
| Jul 1, 2026 | AUM | $1,690,354,300 | $2,144,656,403 | increased by$454,302,103 |
| Jul 1, 2026 | Accounts | 2,461 | 3,217 | increased by756 |
| Apr 1, 2026 | Employees | 26 | 31 | increased by5 |
| Apr 1, 2026 | Clients | 601 | 712 | increased by111 |
| Apr 1, 2026 | AUM | $1,316,456,660 | $1,690,354,300 | increased by$373,897,640 |
| Apr 1, 2026 | Accounts | 2,166 | 2,461 | increased by295 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 26 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 400 | 601 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $687,488,520 | $1,316,456,660 | increased by$628,968,140 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,336 | 2,166 | increased by830 |
| Mar 1, 2022 | Employees | 8 | 14 | increased by6 |
| Mar 1, 2022 | Clients | 341 | 400 | increased by59 |
| Mar 1, 2022 | AUM | $476,742,456 | $687,488,520 | increased by$210,746,064 |
| Mar 1, 2022 | Accounts | 1,089 | 1,336 | increased by247 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIVATE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIVATE 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.