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SGROI WEALTH ADVISORY GROUP LLC
CRD 289764File 801-112067
APPROVED
Retail clients
Disclosure events
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$1.36B
Clients
7,676
7,676 accounts
Employees
27
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 27, 2017
- Principal office
- 965 UNION ROAD, WEST SENECA, NY, 14224
- Phone
- 716-674-6700
- Website
- HTTPS://WWW.SGROILAWLEY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $1.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,676
- Non-discretionary accounts
- 0
- Total accounts
- 7,676
- AUM per client
- $177K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $1.3M |
| High net worth individuals | 169 | $272.7M |
| Pension and profit sharing plans | 23 | $3.5M |
| Individuals (other than high net worth individuals) | 7,478 | $1.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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- Q11
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.