Portfolio Advisory Group, INC.: new SEC registration, $116M AUM, Alexandria, VA
Portfolio Advisory Group, INC. (Alexandria, Virginia): new SEC registration, $116M AUM, Alexandria, VA. Its amount of 116 is below the median of 134 (33rd percentile). Dated 194 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 116 · 33th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Portfolio Advisory Group, INC. |
| Legal name | Portfolio Advisory Group, INC. |
| CRD | 116011 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-03-27 |
| Location | Alexandria, VA, United States |
| Regulatory AUM | $115,833,952 |
| Accounts | 180 |
| Employees | 2 |
| amount percentile | 33th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Portfolio Advisory Group, INC. and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Portfolio Advisory Group, INC.'s amount: 33rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $116M under management.
What is the NewRiaPulse record for Portfolio Advisory Group, INC. in Alexandria, Virginia?
Portfolio Advisory Group, INC. received SEC registration as an investment adviser (2026-04-24) with $115,833,952 in regulatory assets under management, based in Alexandria, VA.
How does Portfolio Advisory Group, INC. compare to other Virginia NewRiaPulse records?
Its amount of 116 is below the median (33th percentile); smaller records often move faster and face less competition. It is 194 days old; check the official source for later updates before acting.
Portfolio Advisory Group, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Portfolio Advisory Group, INC. | Alexandria, VA | 116 | 33rd | 2026-04-24 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.