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FAMILY WEALTH ADVISORY GROUP, LLC

CINCINNATI, OH · CRD 130595 · IAPD ↗ · 513-469-8100

$396.2MRegulatory AUM
3Advisory reps
7Employees
2Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — FAMILY WEALTH ADVISORY GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — FAMILY WEALTH ADVISORY GROUP, LLC notice-filed in PA.
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.