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PORTFOLIO ADVISORY GROUP, INC.

ALEXANDRIA, VA · CRD 116011 · IAPD ↗ · 703-461-9193

$115.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — PORTFOLIO ADVISORY GROUP, INC. (ALEXANDRIA, VA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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