← Tributary

INVESTMENT ADVISORY GROUP LLC

SARASOTA, FL · CRD 109445 · IAPD ↗ · maritimewealthadvisors.com · 781-826-1235

$1.22BRegulatory AUM
5Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — INVESTMENT ADVISORY GROUP LLC crossed $1B in regulatory AUM ($994.4M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
43
July 2025 — INVESTMENT ADVISORY GROUP LLC filed an Item 4A succession naming INVESTMENT ADVISORY GROUP LLC (CRD 109445) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
48
July 2025 — INVESTMENT ADVISORY GROUP LLC moved its main office from HANOVER, MA to SARASOTA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
June 2025 — INVESTMENT ADVISORY GROUP LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — INVESTMENT ADVISORY GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
July 2024 — INVESTMENT ADVISORY GROUP LLC notice-filed in CO, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.