AFL Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,335,322
Clients
64
Advisors
1
of 1 employees
About
AFL Advisory Group LLC provides discretionary portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations, preparing an Investment Policy Statement for each account. Services emphasize asset allocation, security selection, and ongoing monitoring across mutual funds, ETFs (including precious metal ETFs), equities, fixed income, and real estate funds such as REITs.
The firm combines fundamental and cyclical analysis with modern portfolio theory and implements long‑term trading alongside tactical and strategic allocation with quarterly rebalancing to maintain client risk objectives. AFL generally manages client assets in‑house under discretionary authority and does not use third‑party sub‑advisers.
Noteworthy features relative to peers include its work with institutional‑type clients (pension plans) and charitable organizations, which is less common among independent advisers, and its practice of requiring clients to use a specific broker‑dealer—recommending Folio Investing—which affects custody and execution arrangements. The firm documents conflicts through a formal code of ethics, accepts limited custody for fee deduction, and its principal has published investment guidance and is regularly cited in financial media, a background that distinguishes its practice.
Client services
Expertise
Fee options
$6,667 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.20% $750,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $6,667 Minimum fee: $100 minimum fee for services
Main office
2442 Constitution Ave.
Olean NY 14760
Advisors at this office
1
Most active in
New Jersey · New York · North Carolina
Also doing business as
A.F.L. Capital · A.F.L. Capital LLC · Afl Advisory Group LLC · Orcutt, Jon
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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