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THE FINANCIAL ADVISORY GROUP, LLC

HOUSTON, TX · CRD 109558 · IAPD ↗ · finadvisors.com · 713-627-7660

$1.24BRegulatory AUM
10Advisory reps
22Employees
5Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2024 — THE FINANCIAL ADVISORY GROUP, LLC (HOUSTON, TX) left the SEC roster (was $1.24B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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