The Private Investment Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Private Investment Group, Inc. provides portfolio management and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. Services include ongoing discretionary and non‑discretionary portfolio supervision, goal‑based planning, and targeted consulting engagements.
The firm combines a top‑down macro and sector allocation framework with bottom‑up fundamental analysis and technical indicators, and it uses mutual funds and ETFs to achieve diversification and specific sector exposures. Accounts are reviewed at least annually, are typically managed on a discretionary basis, and advisory fees are generally charged as a percentage of assets under management.
Noteworthy aspects include a relatively small advisory team managing roughly $180 million for about 184 clients and an explicit statement that there are no minimum account sizes. The brochure also discloses operational features that may differ from peers — use of standing letters of authorization for certain client transfers (treated as custody), a detailed block‑trading policy, an absence of other financial industry affiliations, and a policy of not voting client proxies.
Client services
Expertise
Fee options
Flat fee for consulting services, negotiated with each client
0.60% to 1.25% annually, negotiated based on various factors
Main office
580 Lincoln Park Blvd, Suite 222
Kettering OH 45440
Advisors at this office
2
Most active in
California · Florida · Ohio · South Carolina · Texas
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.
Advisors at this firm
Nicholas S
Series 65, Series 66
Kettering, OH
The Private Investment Group, Inc.
Nicholas Schubeler is a financial advisor at The Private Investment Group, Inc. in Centerville, OH, holding Series 65 and Series 66 licenses with six years of industry experience. He has been with The Private Investment Group, Inc. since 2013. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156.1 million on a discretionary basis.
Alfredo S
Series 63, Series 65
Kettering, OH
The Private Investment Group, Inc.
Alfredo Sandoval is a financial advisor at The Private Investment Group, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors since 2012, alongside his long tenure at The Private Investment Group beginning in 2002. Outside of his advisory role, Sandoval serves as vice-chairman of the USAF Academy Board of Visitors and is a partner and CFO of a real estate development firm, Creosote Partners. The Private Investment Group, Inc. provides portfolio management and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combined top-down sector allocation and bottom-up security selection approach, utilizing ETFs and no-load mutual funds, and manages approximately $156 million on a discretionary basis.
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