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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-16-1998
- Office Locations
- 3
Office Locations
About Investment Advisory Group LLC
Investment Advisory Group LLC is an RIA providing goal-based financial planning and portfolio construction for individuals and families, with a focus on business owners and entrepreneurs. The firm builds diversified allocations using ETFs, mutual funds, and fixed income, and also supports estate planning and insurance needs. Custodies assets at Fidelity/NFS and serves both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE ARTHUR MCCALL
CFP, Investment Advisor, PARTNER
- CRD
- #1345796
- Ownership
- 50% but less than 75%
JAY LIPFERT RICHARDS
CFP, Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #1689554
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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THEODORE D CIOLKOSZ JR.
--
- CRD
- #4535957
PAUL WILLIAM REARDON
Financial Advisor, General Partner
- CRD
- #2149952
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,217,000,000 | $339,849 |
| Non-Discretionary | $0 | -- |
| Total | $1,217,000,000 | $339,849 |
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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 |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | 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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