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(Westlake, TX), with $438M and Fidelity Brokerage Services LLC (Smithfield, RI), with $124M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does RIA Advisory Group have?","answer":"RIA Advisory Group has 25 investment adviser representatives registered with state securities authorities, out of 25 employees, and 25 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 17 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 RIA Advisory Group invest in?","answer":"At the end of its last fiscal year, RIA Advisory Group’s separately managed accounts held 76% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Options.","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 RIA Advisory Group?","answer":"RIA Advisory Group’s direct owners are Brian Vestal, Dana Rausch and Christopher Hanson, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 23 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does RIA Advisory Group get paid?","answer":"RIA Advisory Group is paid through a percentage of assets under management. 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