Investmark Advisory Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shelton, CT. Its latest Form ADV filing, dated March 5, 2026, reports $930M in regulatory assets under management, 10 employees, 4 offices, and 2,048 accounts.
Assets Under Management
$930M
Employees
10
Offices
4 offices
Total Clients
690
Primary office
SHELTON, CT
3 ENTERPRISE DRIVE, FOURTH FLOOR, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
373
2
HNWI
32.6%
225
3
Corporations
13.3%
92
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$930Mas of March 5, 2026
Discretionary100.0%
$930M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$930M
Total Accounts2,048
10Y AUM Change+$622M (+201.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee69:1
10Y Employee Change-2 (-16.7%)
* 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.