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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
About Aerie Advisory Group LLC
Aerie Advisory Group LLC is a GIG Harbor-based RIA. The firm has been operating for 1 years. Managing $2.5B in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 19, 2025 and July 21, 2026, reported AUM increased 239.3%, from $742.4M to $2.5B.
Of the latest reported AUM, 11.5% is discretionary and 88.5% is non-discretionary.
The firm reports 5 advisory representatives and 44 clients, or 8.8 clients per representative. That equates to $57.2M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROMAN GUY BRENT
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4532588
- Ownership
- Less than 5%
BRIAN ANDREW PIERSON
President
- CRD
- #4571557
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SHARON LEE COOPER
--
- CRD
- #2815356
HOLLY FOSS D'ANNUNZIO
Financial Advisor
- CRD
- #1028065
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,834,017 | $36,229,252 |
| Non-Discretionary | $2,228,993,832 | $61,916,495 |
| Total | $2,518,827,849 | $57,246,087 |
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Separately Managed Accounts
SMA allocation detail is available
Aerie Advisory Group LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.