Journey Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Journey Advisory Group reports 888 clients. They include 522 individual clients, 337 high-net-worth individuals and 11 charitable organizations. Of its assets, 98.8% ($1.63B across 2,105 accounts) are managed with discretion; $20M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 9% |
| High-net-worth individuals | 38% | 87% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 2% |
| Other client typesCorporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 522 | $150M | 9.1% | $287K |
| High-net-worth individuals | 337 | $1.44B | 87.1% | $4.28M |
| Pooled investment vehicles | 1 | $39.2K | 0.0% | $39.2K |
| Pension and profit-sharing plans | 7 | $11.3M | 0.7% | $1.62M |
| Charitable organizations | 11 | $27.1M | 1.6% | $2.47M |
| Corporations and other businesses | 10 | $24.7M | 1.5% | $2.47M |
| Total | 888 | $1.65B | 100% | $1.86M |
- Clients
- 522
- Regulatory AUM
- $150M
- AUM share
- 9.1%
- Avg. per client
- $287K
- Clients
- 337
- Regulatory AUM
- $1.44B
- AUM share
- 87.1%
- Avg. per client
- $4.28M
- Clients
- 1
- Regulatory AUM
- $39.2K
- AUM share
- 0.0%
- Avg. per client
- $39.2K
- Clients
- 7
- Regulatory AUM
- $11.3M
- AUM share
- 0.7%
- Avg. per client
- $1.62M
- Clients
- 11
- Regulatory AUM
- $27.1M
- AUM share
- 1.6%
- Avg. per client
- $2.47M
- Clients
- 10
- Regulatory AUM
- $24.7M
- AUM share
- 1.5%
- Avg. per client
- $2.47M
Total
- Clients
- 888
- Regulatory AUM
- $1.65B
- AUM share
- 100%
- Avg. per client
- $1.86M
- 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
- 101–250
Journey Advisory Group charges 0.50%–1.00% a year for its Individual Portfolio Management Services (IPMS). The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Written plans $500 to $5,000 by complexity; consultations $200 an hour; administrative staff $75 an hour; flat fees for other work $200 to $2,500.
- Retirement plan consulting
- Annual fee of 0.10% to 0.50% of the value of plan assets, negotiable.
Tyler Lang owns 50% to 75% of Journey Advisory Group. The leadership team of Journey Advisory Group includes Chief Investment Officer Richard Pettway and Chief Compliance Officer Andy Armstrong. It has 31 employees, 15 of them in advisory roles.
Leadership
Andy ArmstrongChief Compliance Officer- Jill HensonMember
- Robin LangTrustee of Stephan Lang Family Trust
- Stephan LangMember, Trustee of Stephan Lang Family Trust(since 12/1985)
- Tyler LangManaging Member
- Kathryn McNeelyMember
- Laura MoschelMember
- James OwensMember
- Richard PettwayChief Investment Officer, Trustee of Richard Eric Randolph Pettway Trust
- Tyler VerstChief Operations Officer
- Michael WhelanMember
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Paula Jan Abbott
- Elizabeth A Dayter
- Jill Lauren Henson
- James J Joo
- Kevin Reilly Kane
- Cary Scott Kornick
- Patricia Ann Kuhar
- Tyler Selby Lang
- Adam Peter Lisowsky
- Tyler Michael Malay
- Kathryn C McNeely
- Meghan Elizabeth Mullikin
- James William Owens
- Richard Eric Pettway
- James Gerard Tillar
- Tyler James Verst
- Stephen Andrew Wenstrup
- Michael Justin Wilhelm
Staff
- 31 employees
- 15 in advisory functions
- 20 state-registered reps
- 4 insurance agents
- 2 soliciting firms
- Owns 50% to 75% of Journey Advisory Group, LLC
Tyler Lang
Control person · since June 2014
- Owns 25% to 50% of Journey Advisory Group, LLC
Stephan Lang Family Trust Dated 12/9/1985
Control person · since June 2014
Journey Advisory Group’s regulatory assets grew 2.6× from $647M (April 2021) to $1.65B (August 2026); clients rose from 558 to 888 and employees from 20 to 31. In 2020, Torch Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.65B | 888 | 31 | 4 |
| July 2025 | $1.47B | 843 | 27 | 4 |
| April 2024 | $1.02B | 710 | 20 | 3 |
| April 2023 | $837M | 644 | 19 | 3 |
| March 2022 | $749M | 597 | 20 | 4 |
| April 2021 | $647M | 558 | 20 | 4 |
Firms that joined
20201 joined
- Torch Wealth ManagementNo 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, Journey Advisory Group has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Kentucky and Ohio.
Ohio · 2 listed addresses
- 4500 Cooper Road, Cincinnati
- 1085 E. Centerville Station Road, Dayton
Kentucky · 1 listed address
- 50 E. Rivercenter BLVD, Suite 301, CovingtonHQ
Contact and registration details
- Legal name
- Journey Advisory Group, LLC
- Headquarters
- 50 E. Rivercenter BLVD, Suite 301, Covington, KY 41011
- Website
- journeyadvisory.group
- Phone
- 859-888-0356
- @journeyadvisorygroup
- SEC file
- 801-79934
- Founded
- 2014
- Structure
- Delaware LLC
- Fiscal year end
- December
Journey Advisory Group uses Charles Schwab ($1.14B, 74%) and Interactive Brokers ($396M, 26%) as custodians for its separately managed accounts. Journey Advisory Group has custody of $545M in client assets for 509 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.14B74%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $396M26%
At year end, Journey Advisory Group’s separately managed accounts were mostly in funds (50%) and stocks (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.31B across 282 positions; the largest are Pimco ETF TR (4.8%), Vanguard Tax-managed Fds (4.3%) and Apple Inc. (3.2%).
What the accounts hold
- Stocks40%
- Funds50%
- Bonds7%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- State and local bonds1%
- Cash3%
- Other1%
- Cds, options, alternative investments1%
Reported 13F holdings
- $1.31B
- Reported 13F value
- 282
- Positions
- 28.4%
- In the 10 largest
- +11.5%
- Value vs. prior quarter
- Pimco ETF TR · Multisector BD4.8%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt4.3%
- Apple Inc.3.2%
- iShares TR · MSCI USA Mmentm2.8%
- Microsoft Corp.2.6%
- Alphabet Inc. · Cap Stk CL A2.4%
- Procter & Gamble CO2.3%
- iShares TR · Latn Amer 40 ETF2.2%
- Eli Lilly & CO2.0%
- JPMORGAN Chase & CO1.8%
Together, the ten largest are 28.4% of reported value.
How many clients does Journey Advisory Group have?
Journey Advisory Group has 888 clients and manages $1.65 billion for them, as of August 2026. They include 522 individual clients, 337 high-net-worth individuals and 11 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Journey Advisory Group offer?
Journey Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, 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
How much does Journey Advisory Group charge?
Journey Advisory Group charges 0.50%–1.00% a year for its Individual Portfolio Management Services (IPMS). The fee is negotiable.
Source: JOURNEY ADVISORY GROUP, LLC FORM ADV 2A, filed 12 March 2026
Which custodians does Journey Advisory Group use?
Journey Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.14B and Interactive Brokers LLC (Greenwich, CT), with $396M. 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 August 2026
How many financial advisors does Journey Advisory Group have?
Journey Advisory Group has 20 investment adviser representatives registered with state securities authorities, out of 31 employees, and 15 perform investment advisory functions. 0 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 Journey Advisory Group invest in?
At the end of its last fiscal year, Journey Advisory Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: CDS, Options, Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Journey Advisory Group?
Journey Advisory Group’s direct owners are Tyler Lang (50% to 75%) and Stephan Lang Family Trust Dated 12/9/1985 (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Journey Advisory Group get paid?
Journey 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
Is Journey Advisory Group registered with the SEC?
Yes, Journey Advisory Group has been registered with the SEC as an investment adviser since 26 June 2014. Its CRD number is 171919 and its SEC file number is 801-79934.
Source: Form ADV Part 1A, Item 1, filed 21 August 2026; IAPD firm record
How do I contact Journey Advisory Group?
Journey Advisory Group’s main office is at 50 E. Rivercenter BLVD, Suite 301, Covington, KY 41011. Its phone number is 859-888-0356. Its website is journeyadvisory.group.