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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Private Advisory Group have?","answer":"Private Advisory Group has 16 investment adviser representatives registered with state securities authorities, out of 31 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Private Advisory Group invest in?","answer":"At the end of its last fiscal year, Private Advisory Group’s separately managed accounts held 56% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds, 6% U.S. government and agency bonds, 2% cash and equivalents, 1% state and local bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Private Advisory Group?","answer":"Private Advisory Group is owned through a holding company by Douglas and S Bean. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}