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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2016
- Office Locations
- 1
Office Locations
About Noble Advisory Group LLC
Noble Advisory Group is a Waco, Texas advisory firm providing financial planning and portfolio management for individual investors. The practice emphasizes strategic planning and tailored risk management, building customized portfolios that may use ETFs, mutual funds, and fixed income alongside insurance, tax, and legacy planning as needed. A differentiator is its partnership with analysts worldwide for on-the-ground company research.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
LANCE LIPOUFSKI
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Founder, Managing Member
- CRD
- #2467915
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $468,874,683 | 19.8% |
| Equity - OTC | $146,819,345 | 6.2% |
| Cash | $319,687,284 | 13.5% |
| Corporate - Investment Grade | $528,076,032 | 22.3% |
| Municipal Bonds | $516,235,762 | 21.8% |
| U.S. Government/Agency | $388,360,848 | 16.4% |
| Total | $2,368,053,954 | 100.0% |