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AERIE ADVISORY GROUP LLC
CRD 333610File 801-131472
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.