Aerie Advisory Group Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $290M
- Clients
- 44
- Avg AUM / client
- $57.2M
- Accounts
- 44
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $3.2M | 0.13% |
| High net worth individuals | 32 | $2.0B | 78.4% |
| Charitable organizations | 6 | $541M | 21.5% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Critchfield, Robert, Edward | Trustee Of 2006 Threshold Return Of Capital | Nov 2019 (7y) | Less than 5% | |
| Holcomb, Mark, Edward | Trustee Of 2006 Threshold Return Of Capital | Nov 2019 (7y) | Less than 5% | |
| Roman Guy Brent | Chief Compliance Officer, Chief Investment Officer | Sep 2024 (2y) | Less than 5% | |
| Brian Andrew Pierson | President | CFP | Dec 2024 (2y) | Less than 5% |
| Samantha L Dean | Registered representative | CFP | May 2025 (1y) | |
| Sharon Lee Cooper | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2006 Threshold Return Of Capital | Member | Nov 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 07/17/2026 | 1010 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (60% of AUM) Jul 2026
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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗