Investment Advisory Group, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 1,542
- Avg AUM / client
- $789K
- Accounts
- 3,581
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,267 | $591M | 48.6% |
| High net worth individuals | 275 | $624M | 51.3% |
| Charitable organizations | Fewer than 5 clients | $1.3M | 0.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Arthur Mccall | Cfp/Partner | CFP | Jun 1998 (28y) | 50% – 75% |
| Jay Lipfert Richards | Cfp/Partner, Chief Compliance Officer | CFP | Jun 1998 (28y) | 50% – 75% |
| Paul William Reardon | Registered representative | CFP | Mar 2004 (22y) | |
| Theodore D Ciolkosz | Registered representative | Mar 2004 (22y) | ||
| Keith Wendell Whitt | Registered representative | Apr 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (100% of AUM) Feb 2026
- Charles Schwab & Co. $43.0M (10% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗