The Private Investment Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kettering, OH. Its latest Form ADV filing, dated March 20, 2026, reports $179M in regulatory assets under management, 4 employees, and 459 accounts.
Assets Under Management
$179M
Employees
4
Offices
--
Total Clients
184
Primary office
KETTERING, OH
580 LINCOLN PARK BLVD, SUITE 222, KETTERING, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.2% of total clients.
Top client categories% of clientsClients
1
Individuals
77.2%
142
2
HNWI
22.8%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of March 20, 2026
Discretionary99.6%
$179M
100% of total RAUM99.6%
Non-discretionary0.4%
$777K
0% of total RAUM0.4%
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.
Latest AUM$179M
Total Accounts459
10Y AUM Change+$47M (+35.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change-1 (-20.0%)
* 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.