Ag Asset Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 5, 2026, reports $440M in regulatory assets under management, 3 employees, 2 offices, and 196 accounts.
Assets Under Management
$440M
Employees
3
Offices
2 offices
Total Clients
37
Primary office
LOS ANGELES, CA
1901 AVENUE OF THE STARS, SUITE 200, LOS ANGELES, CA, United States
Top client segmentHNWI represent 89.2% of total clients.
Top client categories% of clientsClients
1
HNWI
89.2%
33
2
Individuals
5.4%
2
3
Charitable
5.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$440Mas of March 5, 2026
Discretionary100.0%
$440M
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.
Total AUM$440M
Total Accounts196
10Y AUM Change+$233M (+112.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee12:1
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.