A.G. Advisory Firm, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
A.G. Advisory provides discretionary investment management services to individuals, high‑net‑worth individuals, trusts, estates and businesses, constructing portfolios that include ETFs, low‑cost diversified mutual funds, individual stocks and bonds. The firm also sponsors and manages its own wrap‑fee program and may recommend independent managers for portions of a client’s portfolio.
The firm frames its work as a fiduciary relationship and emphasizes a long‑term, fundamental‑analysis approach, working with clients to identify goals, risk tolerance and appropriate asset allocation and conducting regular monitoring with formal reviews at least annually. Portfolios are customized and rebalanced as needed; the advisor may harvest gains or losses, retain legacy holdings for tax or fit reasons, and clients may impose reasonable investment restrictions subject to acceptance.
Compared with many peers, A.G. Advisory’s profile includes two uncommon elements: it operates as the sponsor/manager of a wrap fee program and it publishes a premium weekly periodical, Admiral Guy, distributed digitally and by mail (advisory clients receive complimentary digital access). The firm is recently established (registered in 2025) with modest assets under management (around $200,000) and documents policies for transparency such as proxy‑voting responsibility and periodic disclosures about its periodical and program offerings.
Client services
Expertise
Fee options
$10,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
Subscription fees for premium periodicals up to $5 per month for digital Subscribers; up to $40 per month for mail Subscribers
Account minimum: $10,000 Fee-only: Investment management fees up to 1.00% annually, negotiable; no commissions or performance fees
Main office
Hyattsville MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
A.G. Advisory Firm LLC · A.G. Advisory Firm, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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