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- Custodian
- Fidelity/NFS · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-1992
- Office Locations
- 4
Office Locations
About Investmark Advisory Group LLC
Investmark Advisory Group is a wealth management and financial planning firm serving individuals, families, business owners and corporations, with integrated financial, retirement and business planning. The team also provides strategic asset management tailored to automotive professionals, including services for automotive dealers’ reinsurance companies. Investment implementation commonly uses a mix of public funds and ETFs; custody relationships include Fidelity/NFS, LPL Financial and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAY MARC DIAMOND
Advisor
- CRD
- #1293312
- Ownership
- 25% but less than 50%
MICHAEL CHRISTOPHER KUSICK
Advisor, Managing Member
- CRD
- #2491494
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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DREW NICHOLS BOWMAN
Advisor
- CRD
- #2875376
Nicholas Giammattei
Lead Advisor
- CRD
- #6834324
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $929,666,878 | $453,939 |
| Non-Discretionary | $0 | -- |
| Total | $929,666,878 | $453,939 |
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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 |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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