THE MONEY ADVISOR GROUP, LLC
Adviser information for THE MONEY ADVISOR GROUP, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 554 | $228.9M |
| Non-Discretionary | 112 | $51.7M |
| Total | 666 | $280.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 135 | $47.6M |
| HNW Individuals | 58 | $200.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $31.9M |
| Charitable organizations | <5 | $1.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 228.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| THE MONEY ADVISORY GROUP WRAP FEE PROGRAM | THE MONEY ADVISOR GROUP, LLC |
| SCHWAB MANAGED PORTFOLIOS | CHARLES SCHWAB & CO., INC. |
Identifiers
| SEC RIA File Number | 801-110519 |
|---|---|
| SEC ERA File Number | 801-110519 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 226578 |
| Legal Entity Identifier | None |
Principal Office
2101 BROOKSTONE CENTRE PARKWAYSUITE 200
COLUMBUS
GA
United States
Monday - Friday, 8:00 AM - 5:30 PM
Tel: 706-256-0115, Fax: 706-256-0084
Websites
Chief Compliance Officer
JAMES R. MONEY, JR.
OPERATIONS MANAGER
2101 BROOKSTONE CENTRE PARKWAY
SUITE 200
COLUMBUS
GA
United States
Tel:
706-256-0115
Fax:
706-256-0084
J**@********M
(Full email address available in API data)
Regulatory Contact
PAUL T. MONEY
PRESIDENT, CHIEF INVESTMENT OFFICER
2101 BROOKSTONE CENTRE PARKWAY
SUITE 200
COLUMBUS
GA
United States
Tel:
706-256-0115
Fax:
706-256-0084
T**@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MONEY, PAUL, TIMOTHY | Individual | – | MANAGING MEMBER, PRESIDENT, CHIEF INVESTMENT OFFICER | 12/2001 | > 75% |
| MONEY, JAMES, ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER, OPERATIONS MANAGER | 05/2015 | < 5% |