Investment Advisory Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.
Investment Advisory Group reports 1,542 clients. They include 1,267 individual clients and 275 high-net-worth individuals. Of its assets, 100.0% ($1.22B across 3,581 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 49% |
| High-net-worth individuals | 18% | 51% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,267 | $591M | 48.6% | $467K |
| High-net-worth individuals | 275 | $624M | 51.3% | $2.27M |
| Charitable organizations | Fewer than 5 | $1.27M | 0.1% | — |
| Total | 1,542 | $1.22B | 100% | — |
- Clients
- 1,267
- Regulatory AUM
- $591M
- AUM share
- 48.6%
- Avg. per client
- $467K
- Clients
- 275
- Regulatory AUM
- $624M
- AUM share
- 51.3%
- Avg. per client
- $2.27M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.27M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 1,542
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Investment Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning
- Hourly planning fees range from $100 to $300 per hour; fixed and annual retainer fees typically range from $500 to $10,000, with a $500 minimum. Negotiable.
George McCall owns 50% to 75% of Investment Advisory Group. The leadership team of Investment Advisory Group includes Chief Compliance Officer Jay Richards. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Investment Advisory Group, LLC
George McCall
Control person · since June 1998
- Owns 50% to 75% of Investment Advisory Group, LLC
Jay Richards
Control person · since June 1998
Investment Advisory Group’s regulatory assets grew 2.0× from $620M (March 2021) to $1.22B (February 2026); clients rose from 1,364 to 1,542 and employees fell from 12 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $1.22B | 1,542 | 10 | 2 |
| Jun 2025June 2025 | $994M | 1,508 | 10 | 2 |
| Jun 2024June 2024 | $848M | 1,430 | 10 | 1 |
| Jan 2023January 2023 | $710M | 3,071 | 10 | 1 |
| Feb 2022February 2022 | $716M | 3,241 | 12 | 1 |
| Mar 2021March 2021 | $620M | 1,364 | 12 | 1 |
Besides its headquarters, Investment Advisory Group has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 1343 Main Street, Suite 705-787, SarasotaHQ
Massachusetts · 1 listed address
- 51 Mill Street, Hanover
Other business names
Investment Advisory Group has reported 1 other business name to the SEC.
- Maritime Wealth Advisors
Contact and registration details
- Legal name
- Investment Advisory Group, LLC
- Headquarters
- 1343 Main Street, Suite 705-787, Sarasota, FL 34236
- Website
- iagadvisors.com
- Phone
- 781-826-1235
- SEC file
- 801-56937
- Founded
- 1998
- Structure
- Florida LLC
- Fiscal year end
- December
Investment Advisory Group’s named custodian for separately managed accounts is Fidelity ($1.22B). Investment Advisory Group has custody of $327M for 325 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.22B100%
At year end, Investment Advisory Group’s separately managed accounts were mostly in funds (51%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds51%
- Bonds6%
- State and local bonds4%
- Investment grade corporate bonds2%
- Cash12%
How many clients does Investment Advisory Group have?
Investment Advisory Group has 1,542 clients and manages $1.22 billion for them, as of February 2026. They include 1,267 individual clients and 275 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Investment Advisory Group offer?
Investment Advisory Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Investment Advisory Group use?
Investment Advisory Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Investment Advisory Group have?
Investment Advisory Group has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are 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 Investment Advisory Group invest in?
At the end of its last fiscal year, Investment Advisory Group’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 12% cash and equivalents, 4% state and local bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investment Advisory Group?
Investment Advisory Group’s direct owners are George McCall (50% to 75%) and Jay Richards (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Investment Advisory Group get paid?
Investment Advisory Group is paid through a percentage of assets under management, hourly charges 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 Investment Advisory Group?
Investment Advisory Group’s main office is at 1343 Main Street, Suite 705-787, Sarasota, FL 34236. Its phone number is 781-826-1235. Its website is iagadvisors.com.