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JOURNEY ADVISORY GROUP, LLC

COVINGTON, KY · CRD 171919 · IAPD ↗ · discover.journeyadvisory.group · 859-888-0356

$1.65BRegulatory AUM
15Advisory reps
31Employees
0Clients
101-250Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — JOURNEY ADVISORY GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2026 — JOURNEY ADVISORY GROUP, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2026 — JOURNEY ADVISORY GROUP, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — JOURNEY ADVISORY GROUP, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2025 — JOURNEY ADVISORY GROUP, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — JOURNEY ADVISORY GROUP, LLC notice-filed in GA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — JOURNEY ADVISORY GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2025 — JOURNEY ADVISORY GROUP, LLC reported RAUM up 45% ($1.02B -> $1.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
December 2024 — JOURNEY ADVISORY GROUP, LLC notice-filed in CO, NY, PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — JOURNEY ADVISORY GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — JOURNEY ADVISORY GROUP, LLC crossed $1B in regulatory AUM ($837.4M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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