INVESTOR ADVISORY GROUP, LLC
SEC file number 801-40329
· CHARLOTTE, NC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$76.7M
Discretionary AUM
$0
Employees
—
Clients
140
Firm
- Address
- 421-A S SHARON AMITY ROAD
CHARLOTTE, NC 28211 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Emory Investor II LLC Medium name-match confidence · CIK 2137916 · TN
- A4CP Investor LLC Medium name-match confidence · CIK 2135602 · NY
-
Emory Investor II LLC · D · Jun 10, 2026$2.5M
-
A4CP Investor LLC · D · May 26, 2026
-
Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
-
Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M