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FAMILY WEALTH ADVISORY GROUP, LLC

B51
CRD 130595·SEC 801-62921·CINCINNATI, OH
AUM
$396.2M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAMILY WEALTH ADVISORY GROUP, LLC
CRD
130595
SEC file #
801-62921
EIN
—
DBA names
—

Economics

AUM
$396.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$165.4M → $396.2M▲ +140%
Client mix
Individuals Other115
Individuals High Net Worth102
Corporations2

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
facebook.com/familywealthadvisorygroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GROSSHEIM, ROBERT, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GROSSHEIM, ROBERT, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
fallback_guess:family.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2085822
Trust Company Affiliate
No

People (3)

3
GROSSHEIM, ROBERT, JOHN
IAR · Direct Owner · 87.5%
2085822
BENJAMIN ADAM LINSER
IAR
4104588
BENJAMIN ROBERT GROSSHEIM
IAR
7394253