THE HIGH NET WORTH ADVISORY GROUP, LLC

CRD 309997File 801-119234

APPROVED

Retail clients

Custody

Filing as of Jan 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$861.7M

Above cohort median (national)

Discretionary AUM

$821.6M

Non-discretionary $40.1M

Clients

426

1,119 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 5, 2020
Principal office: 8880 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108
Phone: 1-866-906-2325
Website: https://www.facebook.com/highnetworthadvisory

Assets & accounts

ADV Item 5F

Total regulatory AUM: $861.7M
Discretionary AUM: $821.6M
Non-discretionary AUM: $40.1M
Discretionary accounts: 1,076
Non-discretionary accounts: 43
Total accounts: 1,119
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$30.8M
High net worth individuals	89	$591.7M
Individuals (other than high net worth individuals)	329	$239.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
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 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.