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Firm profile

Asset Advisory Group, Inc..

KINNELON, NJCRD 106618Latest ADV February 27, 2026

Asset Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kinnelon, NJ. Its latest Form ADV filing, dated February 27, 2026, reports $480M in regulatory assets under management, 5 employees, and 633 accounts.

Assets Under Management
$480M
Employees
5
Offices
--
Total Clients
171
Primary office
KINNELON, NJ
170 KINNELON ROAD, SUITE 3, KINNELON, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAmanda Z. Mcgrath
CEOPaul B. Zoch
CCOPaul B. Zoch

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.3% of total clients.
Top client categories% of clientsClients
1
HNWI
50.3%
86
2
Individuals
49.7%
85

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$480Mas of February 27, 2026
Discretionary94.4%
$453M
94% of total RAUM94.4%
Non-discretionary5.6%
$27M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$480M
Total Accounts633
10Y AUM Change+$259M (+117.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee34:1
10Y Employee Change+3 (+150.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.