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PRIVATE ADVISORY
Legal name: PRIVATE ADVISORY GROUP LLC
CRD 170043File 801-79100
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.