Portfolio Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Portfolio Advisory Group reports 71 clients. They include 37 individual clients and 34 high-net-worth individuals. Of its assets, 98.4% ($114M across 176 accounts) are managed with discretion; $1.84M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 14% |
| High-net-worth individuals | 48% | 85% |
| 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) | 37 | $16.3M | 14.1% | $441K |
| High-net-worth individuals | 34 | $98.2M | 84.8% | $2.89M |
| Charitable organizations | Fewer than 5 | $1.3M | 1.1% | — |
| Total | 71 | $116M | 100% | — |
- Clients
- 37
- Regulatory AUM
- $16.3M
- AUM share
- 14.1%
- Avg. per client
- $441K
- Clients
- 34
- Regulatory AUM
- $98.2M
- AUM share
- 84.8%
- Avg. per client
- $2.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.3M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 71
- Regulatory AUM
- $116M
- 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
- 1–10
Portfolio Advisory Group charges 0.75%–2.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Billed at an hourly fee of $200.00, unless otherwise negotiated.
- Investment Consulting Services
- Billed at an hourly fee of $200.00, unless otherwise negotiated.
David Sendi owns 50% to 75% of Portfolio Advisory Group. The leadership team of Portfolio Advisory Group includes President David Sendi. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Portfolio Advisory Group, Inc.
David Sendi
Control person · since November 1998
- Owns 50% to 75% of Portfolio Advisory Group, Inc.
Daniel Sendi
Control person · since November 1998
Besides its headquarters, Portfolio Advisory Group has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 5425 Duke Street, AlexandriaHQ
Contact and registration details
- Legal name
- Portfolio Advisory Group, Inc.
- Headquarters
- 5425 Duke Street, Alexandria, VA 22304
- Website
- Not reported
- Phone
- 703-461-9193
- SEC file
- 801-135985
- Structure
- Virginia corporation
- Fiscal year end
- December
Portfolio Advisory Group’s named custodians for separately managed accounts are Fidelity ($77.1M, 67%) and Charles Schwab ($38.8M, 33%). Portfolio Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $38.8M33%
- FidelityNational Financial Services LLC · Boston, MA · $77.1M67%
At year end, Portfolio Advisory Group’s separately managed accounts were mostly in stocks (63%) and bonds (29%).
What the accounts hold
- Stocks63%
- Bonds29%
- U.S. government and agency bonds16%
- Investment grade corporate bonds12%
- State and local bonds1%
- Cash8%
How many clients does Portfolio Advisory Group have?
Portfolio Advisory Group has 71 clients and manages $116 million for them, as of March 2026. They include 37 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Portfolio Advisory Group offer?
Portfolio Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Portfolio Advisory Group charge?
Portfolio Advisory Group charges 0.75%–2.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Which custodians does Portfolio Advisory Group use?
Portfolio Advisory Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $77.1M and Charles Schwab & Co., Inc. (Westlake, TX), with $38.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Portfolio Advisory Group have?
Portfolio Advisory Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Portfolio Advisory Group invest in?
At the end of its last fiscal year, Portfolio Advisory Group’s separately managed accounts held 63% exchange-traded equities, 16% U.S. government and agency bonds, 12% investment grade corporate bonds, 8% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Portfolio Advisory Group?
Portfolio Advisory Group’s direct owners are David Sendi (50% to 75%) and Daniel Sendi (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Portfolio Advisory Group get paid?
Portfolio Advisory Group is paid through a percentage of assets under management and hourly charges. 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 Portfolio Advisory Group?
Portfolio Advisory Group’s main office is at 5425 Duke Street, Alexandria, VA 22304. Its phone number is 703-461-9193.