← Tributary

THE PRIVATE INVESTMENT GROUP, INC.

KETTERING, OH · CRD 128876 · IAPD ↗ · tpiginc.com · 937-434-0500

$179.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — THE PRIVATE INVESTMENT GROUP, INC. moved its main office from CENTERVILLE, OH to KETTERING, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
46
April 2025 — THE PRIVATE INVESTMENT GROUP, INC. notice-filed in FL, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — THE PRIVATE INVESTMENT GROUP, INC. now reports custody of client assets ($42.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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