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AERIE ADVISORY GROUP LLC
CRD 333610File 801-131472
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.52B
Top 25% of cohort (national)
Discretionary AUM
$289.8M
Non-discretionary $2.23B
Clients
44
44 accounts
Employees
16
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 19, 2024
- Principal office
- 3025 HARBORVIEW DRIVE, GIG HARBOR, WA, 98335
- Phone
- (253) 857-1616
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.52B
- Discretionary AUM
- $289.8M
- Non-discretionary AUM
- $2.23B
- Discretionary accounts
- 8
- Non-discretionary accounts
- 36
- Total accounts
- 44
- AUM per client
- $57.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $541.0M |
| High net worth individuals | 32 | $1.97B |
| Individuals (other than high net worth individuals) | 6 | $3.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 12 | 16 | increased by4 |
| Aug 1, 2026 | Clients | 12 | 44 | increased by32 |
| Aug 1, 2026 | AUM | $618,052,058 | $2,518,827,849 | increased by$1,900,775,791 |
| Aug 1, 2026 | Accounts | 12 | 44 | increased by32 |
| Apr 1, 2026 | Clients | 11 | 12 | increased by1 |
| Apr 1, 2026 | AUM | $742,402,138 | $618,052,058 | decreased by$124,350,080 |
| Apr 1, 2026 | Accounts | 11 | 12 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 12 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $481,809,643 | $742,402,138 | increased by$260,592,495 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 8 | 11 | increased by3 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AERIE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AERIE 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.