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The Private Investment Group, Inc.

Updated today

Client assets under management

$179,344,301

Clients

184

23% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

92

High

Average account size

$974,697

About

The Private Investment Group, Inc. provides portfolio management and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. Services include ongoing discretionary and non‑discretionary portfolio supervision, goal‑based planning, and targeted consulting engagements.

The firm combines a top‑down macro and sector allocation framework with bottom‑up fundamental analysis and technical indicators, and it uses mutual funds and ETFs to achieve diversification and specific sector exposures. Accounts are reviewed at least annually, are typically managed on a discretionary basis, and advisory fees are generally charged as a percentage of assets under management.

Noteworthy aspects include a relatively small advisory team managing roughly $180 million for about 184 clients and an explicit statement that there are no minimum account sizes. The brochure also discloses operational features that may differ from peers — use of standing letters of authorization for certain client transfers (treated as custody), a detailed block‑trading policy, an absence of other financial industry affiliations, and a policy of not voting client proxies.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing

Fee options

Fixed

Flat fee for consulting services, negotiated with each client

Percentage

0.60% to 1.25% annually, negotiated based on various factors

Main office location

The Private Investment Group, Inc.

580 Lincoln Park Blvd, Suite 222

Kettering OH 45440, United States

Number of offices

1

Most active in

California · Florida · Ohio · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas S

Series 65, Series 66

Kettering, OH

The Private Investment Group, Inc.

Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Centerville, OH, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with The Private Investment Group, Inc. since 2013. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156.1 million on a discretionary basis.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Alfredo S

Series 63, Series 65

Kettering, OH

The Private Investment Group, Inc.

Alfredo Sandoval is a financial advisor at The Private Investment Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors since 2012, alongside his long tenure at The Private Investment Group beginning in 2002. Outside of his advisory role, Sandoval serves as vice-chairman of the USAF Academy Board of Visitors and is a partner and CFO of a real estate development firm, Creosote Partners. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156 million on a discretionary basis.

Wealth management Passive / index investing Active portfolio management Real estate investing
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