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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthBridge delta +more
- Established Date
- 04-26-1994
- Office Locations
- 1
Office Locations
About Asset Advisory Group, Inc.
Asset Advisory Group is a fiduciary wealth planning and investment advisory firm serving individuals, families, business owners, and entrepreneurs. Founded in 1993, the team emphasizes unbiased advice and highly personal service, translating complex needs into actionable plans. Portfolios focus on disciplined asset allocation and risk management, using vehicles such as ETFs and mutual funds, and are often custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
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Technology
Owner & Executives
AMANDA ZOCH MCGRATH
President, TREASURER, Wealth Advisor
- CRD
- #5198869
- Ownership
- 50% but less than 75%
PAUL BERNARD ZOCH
Chief Compliance Officer, Investment Advisor Representative, Secretary, VICE PRESIDENT
- CRD
- #727907
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $452,725,183 | $729,026 |
| Non-Discretionary | $26,798,635 | $2,233,220 |
| Total | $479,523,818 | $757,542 |
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Separately Managed Accounts
Total SMA Asset: $479,523,818
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $509,003,430 | 22.7% |
| Equity - Exchange | $361,011,243 | 16.1% |
| U.S. Government/Agency | $486,580,372 | 21.7% |
| Cash | $313,922,820 | 14.0% |
| Municipal Bonds | $571,787,995 | 25.5% |
| Total | $2,242,305,860 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER MERIDIAN | PRIME SIGNAL | 88NE87TMP | UBXT | 11.82% | $96,441,367 |
| TIMBER BRIDGE SIGNAL | CAPITAL CREST | I42A9G524 | ESS | 1.20% | $39,463,944 |
| MOMENTUM FOUNDATION PEAK | FUSION VERTEX | 2R3N37SLU | FQW | 6.75% | $61,674,805 |
| ELEMENT INSIGHT | FRONTIER TIMBER | 4RBVZZQG7 | XCWQ | 10.61% | $119,431,569 |
| ZENITH WAVE | TIMBER PRIME | IOYYGPI7B | QFZ | 9.46% | $51,765,140 |
| ALPHA ATLAS ZENITH | CATALYST ZENITH | R7LQ4ZB3O | SPO | 10.96% | $117,952,700 |
| DELTA BRIDGE QUANTUM | BEACON CREST | USMYWXY04 | KXGNI | 4.70% | $102,215,572 |
| FOCUS PATHWAY CAPITAL | ZENITH INSIGHT | VHU01DB67 | YJTUF | 8.39% | $96,065,657 |