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PRIVATE ADVISORY

REDMOND, WA · CRD 170043 · IAPD ↗ · privateadvisory.com · 425-498-2320

$2.14BRegulatory AUM
12Advisory reps
31Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — PRIVATE ADVISORY notice-filed in GA, NV, TN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
July 2026 — PRIVATE ADVISORY reported RAUM up 27% ($1.69B -> $2.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — PRIVATE ADVISORY reported RAUM up 28% ($1.32B -> $1.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — PRIVATE ADVISORY GROUP LLC is now doing business as PRIVATE ADVISORY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2025 — PRIVATE ADVISORY reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — PRIVATE ADVISORY grew from 6 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — PRIVATE ADVISORY crossed $1B in regulatory AUM ($900.5M -> $1.32B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2024 — PRIVATE ADVISORY GROUP LLC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — PRIVATE ADVISORY GROUP LLC reported RAUM up 40% ($642.2M -> $900.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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