CRD: 130595
Family Wealth Advisory Group, LLC
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- Custodian
- Fidelity/NFS · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2004
- Office Locations
- 1
Office Locations
About Family Wealth Advisory Group, LLC
Family Wealth Advisory Group, LLC is a fee-only RIA providing comprehensive, family-centered financial planning and investment management for multi-generational households. The firm covers the full financial picture—from budgeting and employee benefits guidance to investing, estate planning, and tax planning—and explicitly prepares client tax returns. Based in the Cincinnati, Ohio area.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT JOHN GROSSHEIM
Chief Compliance Officer
- CRD
- #2085822
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BENJAMIN ROBERT GROSSHEIM
Financial Advisor, General Partner
- CRD
- #7394253
BENJAMIN ADAM LINSER
Lead Advisor
- CRD
- #4104588
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,423,917 | $419,177 |
| Non-Discretionary | $102,810,653 | $761,560 |
| Total | $396,234,570 | $474,532 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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