Aerie Advisory Group provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Aerie Advisory Group reports 44 clients. They include 32 high-net-worth individuals, 6 individual clients and 6 charitable organizations. Of its assets, 11.5% ($290M across 8 accounts) are managed with discretion; $2.23B across 36 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | <1% |
| High-net-worth individuals | 73% | 78% |
| Charitable organizations | 14% | 21% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $3.15M | 0.1% | $526K |
| High-net-worth individuals | 32 | $1.97B | 78.4% | $61.7M |
| Charitable organizations | 6 | $541M | 21.5% | $90.2M |
| Total | 44 | $2.52B | 100% | $57.2M |
- Clients
- 6
- Regulatory AUM
- $3.15M
- AUM share
- 0.1%
- Avg. per client
- $526K
- Clients
- 32
- Regulatory AUM
- $1.97B
- AUM share
- 78.4%
- Avg. per client
- $61.7M
- Clients
- 6
- Regulatory AUM
- $541M
- AUM share
- 21.5%
- Avg. per client
- $90.2M
Total
- Clients
- 44
- Regulatory AUM
- $2.52B
- AUM share
- 100%
- Avg. per client
- $57.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aerie Advisory Group charges 0.30%–0.85% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Aerie Advisory Group Trust owns 75% or more of Aerie Advisory Group and is in turn owned by Alyssa Ross (25–50%), Brian Pierson (25–50%) and Roman Brent (25–50%). The leadership team of Aerie Advisory Group includes President Brian Pierson, Chief Investment Officer Roman Brent and Chief Financial Officer Alyssa Ross. It has 16 employees, 5 of them in advisory roles.
Staff
- 16 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Aerie Advisory Group LLC
Aerie Advisory Group Trust
Control person · since January 2025
- Owns 25% to 50% of Aerie Advisory Group Trust
Alyssa Ross
Control person · since January 2025
- Owns 25% to 50% of Aerie Advisory Group Trust
Brian Pierson
Control person · since January 2025
- Owns 25% to 50% of Aerie Advisory Group Trust
Roman Brent
Control person · since January 2025
Aerie Advisory Group’s regulatory assets grew 5.2× from $482M (May 2025) to $2.52B (July 2026); clients rose from 11 to 44 and employees from 12 to 16. Between 2017 and 2026, 2 advisory firms joined it. The largest by last filed assets was D'Annunzio Consulting Group ($1.72B, July 2026, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $2.52B | 44 | 16 | 2 |
| May 2025May 2025 | $482M | 11 | 12 | 2 |
Firms that joined
20261 joined
- D'Annunzio Consulting GroupLast filed AUM $1.72B
20171 joined
- SMS InvestmentNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Aerie Advisory Group has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Washington · 1 listed address
- 3025 Harborview Drive, Gig HarborHQ
Contact and registration details
- Legal name
- Aerie Advisory Group LLC
- Headquarters
- 3025 Harborview Drive, Gig Harbor, WA 98335
- Website
- Not reported
- Phone
- 253-857-1616
- SEC file
- 801-131472
- Structure
- Washington LLC
- Fiscal year end
- December
Aerie Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($1.51B). Aerie Advisory Group has custody of $481M for 30 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.51B100%
At year end, Aerie Advisory Group’s separately managed accounts were largely in stocks (43%) and bonds (21%).
What the accounts hold
- Stocks43%
- Funds12%
- Bonds21%
- State and local bonds18%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash13%
- Other11%
- D'annunzio: macro hedge fund strategies, physical assets (gold coins, etc).11%
How many clients does Aerie Advisory Group have?
Aerie Advisory Group has 44 clients and manages $2.52 billion for them, as of July 2026. They include 32 high-net-worth individuals, 6 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Aerie Advisory Group offer?
Aerie Advisory Group provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aerie Advisory Group charge?
Aerie Advisory Group charges 0.30%–0.85% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A- AERIE ADVISORY GROUP LLC, filed 21 July 2026
Which custodians does Aerie Advisory Group use?
Aerie Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.51B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Aerie Advisory Group have?
Aerie Advisory Group has 5 investment adviser representatives registered with state securities authorities, out of 16 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aerie Advisory Group invest in?
At the end of its last fiscal year, Aerie Advisory Group’s separately managed accounts held 43% exchange-traded equities, 18% state and local bonds, 13% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs), 11% other, 2% U.S. government and agency bonds and 1% investment grade corporate bonds. The 11% other category is described as: D'Annunzio: Macro Hedge Fund Strategies, Physical Assets (Gold Coins, Etc).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aerie Advisory Group?
Aerie Advisory Group is owned through a trust by Alyssa Ross, Brian Pierson and Roman Brent. Its direct owner is Aerie Advisory Group Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Aerie Advisory Group get paid?
Aerie Advisory Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aerie Advisory Group?
Aerie Advisory Group’s main office is at 3025 Harborview Drive, Gig Harbor, WA 98335. Its phone number is 253-857-1616.