August Group is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 26, 2026, reports $740M in regulatory assets under management, 22 employees, 3 offices, and 407 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
34
2
Corporations
37.5%
21
3
Charitable
1.8%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$740Mas of March 26, 2026
Discretionary91.7%
$679M
92% of total RAUM91.7%
Non-discretionary8.3%
$62M
8% of total RAUM8.3%
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.
Total AUM$740M
Total Accounts407
10Y AUM Change+$740M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee3:1
10Y Employee Change+18 (+450.0%)
* 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.