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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 12-01-1985
- Office Locations
- 8
Office Locations
About Journey Advisory Group, LLC
Journey Advisory Group, LLC is an RIA providing investment advisory and financial planning, creating personalized roadmaps for individuals, families, and business owners preparing for retirement and other life milestones. The firm focuses on plain-English guidance and multi-generational client relationships. Investment approach includes asset allocation and active management using ETFs, mutual funds, and fixed income, with access to alternatives. Custody includes Charles Schwab and Interactive Brokers. Ranked #16 on USA Today’s 2024 Top 500 RIAs.
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Owner & Executives
TYLER SELBY LANG
Managing Member
- CRD
- #5128339
- Ownership
- 50% but less than 75%
ANDY JOHN ARMSTRONG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Meridian ember
Value ember
- CRD
- #47474
- Ownership
- 14.8%
Showing 2 of 10 owners & executives
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PAULA JAN ABBOTT
Financial Planner
- CRD
- #3143531
Pashence Ann Barrera
Financial Advisor
- CRD
- #7264643
Delta harbor
Frontier unison quantum
- CRD
- #99141
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,634,084,123 | $776,287 |
| Non-Discretionary | $20,036,211 | $2,504,526 |
| Total | $1,654,120,334 | $782,830 |
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Separately Managed Accounts
Total SMA Asset: $1,654,081,137
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $159,226,002 | 6.9% |
| Equity - Exchange | $198,455,597 | 8.6% |
| Cash | $503,061,862 | 21.8% |
| Corporate - Investment Grade | $339,220,613 | 14.7% |
| U.S. Government/Agency | $299,991,019 | 13.0% |
| Municipal Bonds | $415,372,180 | 18.0% |
| Other | $392,295,948 | 17.0% |
| Total | $2,307,623,221 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL VALUE | NORTH ATLAS | 4QF3D7POD | WDYIA | 5.94% | $54,343,269 |
| MERIDIAN EMBER SIGNAL | WAVE DELTA | ZQ5BFZLZ0 | TFIR | 2.47% | $83,375,382 |
| ELEMENT FOUNDATION RADIAL | ELEMENT FUSION | E094WXJUV | LGHW | 10.20% | $40,611,006 |
| DELTA BRIDGE PATHWAY | VITAL INSIGHT | XJW63QFO0 | AOBA | 7.12% | $63,632,542 |
| CREST ALPHA SIGNAL | ZENITH UNISON | 00FPVABHE | HMWW | 9.50% | $43,072,487 |
| TIMBER ATLAS FOUNDATION | FOCUS QUANTUM | WYEGXZ38E | OKU | 3.47% | $43,997,271 |
| BRIDGE FRONTIER PRIME | DELTA TIMBER | 37YSL7PVU | SWQ | 3.60% | $117,748,552 |
| ALPHA UNISON EMBER | EMBER EAGLE | K3R9ZMIQX | NZBSP | 12.06% | $72,412,562 |