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- Custodian
- Broadridge · Charles Schwab & Company · Northern Trust
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About 103 Advisory Group
103 Advisory Group is a Chicago-based RIA serving business owners and entrepreneurs with integrated financial and wealth planning (estate, insurance and business-succession) and discretionary portfolio management. Portfolios emphasize asset allocation and risk management, using ETFs and public funds with fixed income and select alternatives (real estate, private equity, hedge funds, infrastructure). Uses Tamarac; custody includes Northern Trust.
Reported data analysis
What the numbers show
Between November 20, 2025 and January 27, 2026, reported AUM increased 14.5%, from $224.8M to $257.2M.
Across 5 reported observations, AUM increased 95.2% between April 13, 2022 and January 27, 2026, from $131.8M to $257.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 89 clients, or 29.7 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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Owner & Executives
RICHARD JASON MILTON
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #2632784
- Ownership
- 75% or more
JOHN ANDREW MARISCALCO
Wealth Advisor
- CRD
- #5196535
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,249,739 | $2,890,447 |
| Non-Discretionary | $0 | -- |
| Total | $257,249,739 | $2,890,447 |
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Separately Managed Accounts
SMA allocation detail is available
103 Advisory Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.