The Journeys Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,000,000
Total clients
174
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
87
Average account size
$362,069
About
The Journeys Group, Inc. provides investment supervisory services, hourly financial planning, and selection/referral to third‑party money managers for individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $63 million in assets under management across about 174 client relationships and operates with a small advisory team from a single office.
The firm documents client goals and constraints in an Investment Policy Statement and relies primarily on cyclical analysis, using both short‑ and long‑term purchases, with monthly portfolio reviews and at least quarterly client reporting. The brochure states the firm does not exercise investment discretion over client accounts and will, when appropriate, refer clients to an external manager (identified in the brochure as Symmetry Partners) and receive a disclosed fee share for those referrals.
Notable characteristics include that all reported AUM is non‑discretionary and the firm does not take custody of client assets, a combination that is less common among peer supported advisers. Principals are licensed insurance agents and have multiple outside business activities (including real‑estate holding entities), which the firm discloses and describes as a potential conflict of interest to be managed.
Client services
Expertise
Fee options
$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
$150/hour for financial planning services
Account minimum: $10,000 Minimum fee: $250 quarterly fixed fee for accounts under $100,000 Fee-only: Investment Supervisory Services fees, Financial Planning hourly fees $150/hour
Main office location
The Journeys Group, Inc.
222 Emily Dr
Winterville NC 28590, United States
Number of offices
1
Most active in
North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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