Investment Advisory Group LLC

Overview

Investment Advisory Group LLC is an SEC registered investment adviser based in Sarasota, FL, registered since 1998. It reports $1.2B in assets under management across 3,581 accounts, with 10 employees. It has 5 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

3,581

Average account

$34K

Employees

10

Advisory reps

5

Registered since

1998

Jurisdictions

20

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jay Lipfert Richards Certified Financial Planner, Partner, Chief Compliance Officer CRD 1689554
• George Arthur McCall Certified Financial Planner, Partner CRD 1345796

Advisory reps 3 of 5

• Theodore D Ciolkosz Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4535957
• George Arthur Mccall Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1345796
• Paul William Reardon Registered Rep · Investment Adviser Rep CRD 2149952

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1343 Main St Ste 705-787
Sarasota, FL 34236

County

Sarasota

Metro area

North Port-Sarasota-Bradenton, FL

Region

South

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: maritimewealthadvisors.com

Every state, with registration dates

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