A.G. Advisory Firm, LLC

A.G. Advisory is a newly formed, single‑advisor registered investment adviser that provides discretionary investment management, wealth management and financial planning to individuals (including non‑HNW clients), trusts, estates and businesses. The firm offers both ongoing wealth management and stand‑alone financial planning engagements and generally implements strategies within client‑designated custodial accounts.

The adviser primarily employs fundamental analysis and a predominantly long‑term investment approach, constructing portfolios using ETFs, low‑cost mutual funds, individual stocks and bonds and making trades for rebalancing or to meet client cash needs. The firm also may recommend and implement portions of client portfolios through independent third‑party managers, and it conducts initial and ongoing due diligence and oversight of those managers.

Noteworthy aspects disclosed in the brochure include an institutional relationship with its recommended custodian that provides software, research and other economic benefits to the adviser, and an insurance practice outside the advisory business that generates commission compensation — both disclosed as potential conflicts of interest. The firm does not accept custody of client assets except for authorized fee deductions, does not place client assets into wrap fee programs, and provides periodic reporting and compliance controls intended to address personal trading and other conflicts.