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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 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Safeguard Investment Advisory Group have?","answer":"Safeguard Investment Advisory Group has 9 investment adviser representatives registered with state securities authorities, out of 25 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 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 Safeguard Investment Advisory Group invest in?","answer":"At the end of its last fiscal year, Safeguard Investment Advisory Group’s separately managed accounts held 60% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% sovereign bonds and 1% 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Safeguard Investment Advisory Group have a minimum investment?","answer":"Yes, Safeguard Investment Advisory Group’s minimum account size for its Advisory Fees is $100K.","source":"SAFEGUARD INVESTMENT ADVISORY GROUP, LLC ADV BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Safeguard Investment Advisory Group?","answer":"Safeguard Investment Advisory Group’s direct owners are Reid Abedeen, Ricky Rivera and Edward Sota, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Safeguard Investment Advisory Group get paid?","answer":"Safeguard Investment Advisory Group is paid through a percentage of assets under management and hourly charges. 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