SourcingSourcing

INVESTMENT ADVISORY GROUP, LLC

C46
CRD 109445·SEC 801-56937·SARASOTA, FL
AUM
$1.22B
$1B+
Est. Revenue
$12.2M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT ADVISORY GROUP, LLC
CRD
109445
SEC file #
801-56937
EIN
043420668
DBA names
Investment Advisory Group Llc

Economics

AUM
$1.22B
AUM band
$1B+
AUM trajectory
'20'26
$423.8M → $1.22B▲ +187%
Client mix
Individuals Other1,267
Individuals High Net Worth275

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
SARASOTA FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
maritimewealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCALL, GEORGE, ARTHUR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCCALL, GEORGE, ARTHUR
RICHARDS, JAY, LIPFERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARITIMEWEALTHADVISORS.COM
Rdap Domain Creation Date
2011-08-23T18:51:50Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001910273
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001951757-26-000704

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
51 MILL STREETBUILDING D, SUITE 101HANOVER, MA 02339
Business
51 MILL STREETBUILDING D, SUITE 101HANOVER, MA 02339
Edgar EIN
043420668
Edgar Recent Filings
13F-HR2026-04-22 · 0001951757-26-000704
13F-HR2026-01-23 · 0001951757-26-000283
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-23T18:51:50Z
Rdap Domain Last Changed
2024-07-10T21:12:18Z
Rdap Nameservers
Ns59.worldnic.comNs60.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1345796
Trust Company Affiliate
No

People (5)

5
RICHARDS, JAY, LIPFERT
IAR · Direct Owner · 62.5%
1689554
MCCALL, GEORGE, ARTHUR
IAR · Direct Owner · 62.5%
1345796
KEITH WENDELL WHITT
IAR
5111717
PAUL WILLIAM REARDON
IAR
2149952
THEODORE D CIOLKOSZ
IAR
4535957