OG Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,860,622
Clients
72
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$192,509
About
OG Advisory Group is an independent, single‑advisor registered investment adviser founded in 2023 that provides discretionary asset management, financial planning, and consulting to individuals and business clients. The firm also serves qualified retirement plans, offering limited‑scope ERISA 3(21) fiduciary services to plan sponsors alongside its individual account work.
The firm constructs client strategies around stated goals, time horizon and risk tolerance and manages most accounts on a discretionary basis with fees charged as a percentage of assets under management, reflecting a common industry practice. OG Advisory Group routinely uses sub‑advisors and third‑party managers for portions of client portfolios, monitors accounts periodically, and relies on analytical tools including technical and charting analysis and Monte Carlo planning.
OG Advisory Group is distinctive for its principal’s affiliated insurance business, from which the principal earns commissions and devotes significant time, a relationship disclosed as a potential conflict of interest and mitigated through firm policies and disclosures. The firm’s emphasis on ERISA 3(21) pension consulting and its referral/fee arrangements with third‑party managers are less common among peers and are highlighted in the brochure as material features of how the firm operates with clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Wealth management
Fee options
Financial planning fees range from $300 to $1,200 based on complexity and client needs.
$0 - $100,000: 1.65% $100,000.01 - $500,000: 1.35% $500,000.01 - $1,000,000: 1.15% $1,000,000.01+: 1.00%
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance.
Main office location
OG Advisory Group, LLC
103 Kirk Avenue Se
Roanoke VA 24011, United States
Number of offices
1
Most active in
OG Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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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