D & G Advisory Group, L.L.C. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 24, 2026, reports $191M in regulatory assets under management, 3 employees, and 293 accounts.
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
203
2
HNWI
30.7%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of March 24, 2026
Discretionary100.0%
$191M
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$191M
Total Accounts293
10Y AUM Change+$68M (+55.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee98:1
10Y Employee Change0 (0.0%)
* 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.