The Journeys Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Journeys Group, Inc. provides investment supervisory services, hourly financial planning, and selection/referral to third‑party money managers for individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $63 million in assets under management across about 174 client relationships and operates with a small advisory team from a single office.
The firm documents client goals and constraints in an Investment Policy Statement and relies primarily on cyclical analysis, using both short‑ and long‑term purchases, with monthly portfolio reviews and at least quarterly client reporting. The brochure states the firm does not exercise investment discretion over client accounts and will, when appropriate, refer clients to an external manager (identified in the brochure as Symmetry Partners) and receive a disclosed fee share for those referrals.
Notable characteristics include that all reported AUM is non‑discretionary and the firm does not take custody of client assets, a combination that is less common among peer supported advisers. Principals are licensed insurance agents and have multiple outside business activities (including real‑estate holding entities), which the firm discloses and describes as a potential conflict of interest to be managed.
Client services
Expertise
Fee options
$1 - $500,000: 1.00% $500,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
$150/hour for financial planning services
Account minimum: $10,000 Minimum fee: $250 quarterly fixed fee for accounts under $100,000 Fee-only: Investment Supervisory Services fees, Financial Planning hourly fees $150/hour
Main office
222 Emily Dr
Winterville NC 28590
Advisors at this office
2
Most active in
North Carolina · Virginia
Also doing business as
Ccgj, LLC · Ccgj, LLC Dba The Journeys Group · Cone Advisory Group, Inc. · The Journey's Group, Inc · The Journey's Group, Inc. · The Journeys Group · The Journeys Group, Inc. · The Journeys Group, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
George P
CFP®, Series 65
Winterville, NC
The Journeys Group, Inc.
George Pate is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has been with The Journeys Group, Inc. since 2018 and previously worked at Wake Forest Baptist Health. Outside of his advisory role, he is a licensed insurance agent selling life insurance and annuities. The Journeys Group, Inc. provides investment supervisory services, financial planning, and third-party money manager referrals for individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $63 million in non-discretionary assets, emphasizes cyclical analysis with regular portfolio reviews, and operates with a small team from a single office.
George P
CFP®, ChFC®, Series 63, Series 65
Winterville, NC
The Journeys Group, Inc.
George Pate Jr. is a CFP® and ChFC® with 24 years of industry experience, currently serving as a managing partner at The Journeys Group, Inc. in Winterville, NC, where he has worked since 2009. He previously worked at AlphaStar Capital Management, LLC. Outside of his advisory role, he is involved in managing an aquatic facility for swimming and scuba through Aquatic Campus, LLC. The Journeys Group, Inc. provides investment supervisory services, financial planning, and referrals to third-party money managers for individuals and business entities. The firm manages approximately $63 million in non-discretionary assets and operates with a small team, emphasizing documented client goals, cyclical investment analysis, and regular portfolio reviews.
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