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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 11-09-2023
- Office Locations
- 1
Office Locations
About OG Advisory Group, LLC
OG Advisory Group, LLC is a Virginia-registered RIA providing full-service financial planning for individuals and businesses, with emphasis on retirement strategy, risk management, estate planning, and tax planning/optimization. The firm coordinates with legal and tax experts, hosts informational seminars, and offers client tools like a risk score and Generational Vault access. Portfolios primarily use ETFs and public funds, custodied at Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
JUSTIN JON BARHAM
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2854648
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,860,622 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,860,622 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,860,622
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,517,882,042 | 43.4% |
| Equity - Exchange | $3,299,027,629 | 40.7% |
| Cash | $1,288,809,319 | 15.9% |
| Total | $8,105,718,990 | 100.0% |