Family Wealth Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 16, 2026, reports $396M in regulatory assets under management, 7 employees, and 835 accounts.
Assets Under Management
$396M
Employees
7
Offices
--
Total Clients
219
Primary office
CINCINNATI, OH
7359 EAST KEMPER ROAD, SUITE A, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
115
2
HNWI
46.6%
102
3
Corporations
0.9%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 16, 2026
Discretionary74.1%
$293M
74% of total RAUM74.1%
Non-discretionary25.9%
$103M
26% of total RAUM25.9%
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$396M
Total Accounts835
10Y AUM Change+$191M (+92.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee31:1
10Y Employee Change+2 (+40.0%)
* 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.