AERIE ADVISORY GROUP LLC

CRD

333610

SEC file #

801-131472

EIN

—

DBA names

—

Economics

AUM

$618.1M

AUM band

$500M-$1B

AUM trajectory

'25 · $742.4M

'26 · $618.1M

'25'26

$742.4M → $618.1M▼ -17%

sec adv history

Client mix

Individuals High Net Worth	9
Charitable Organizations	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 3 advisors

'25'26

3 advisors → 3 advisors▬ 0%

sec adv history

Primary office

GIG HARBOR WA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

04/29/2026

ADV-W filed at

—

Website

—

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

AERIE ADVISORY GROUP TRUST

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

AERIE ADVISORY GROUP TRUST

BRENT, ROMAN, GUY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4719

Soi Zip Pct 200k Plus

0.2097

Soi Zip Returns 200k Plus

2,990

Soi Zip Total AGI

2,333,166

Fdic Zip Total Deposits

24,760,959,000

Fdic Zip Branch Count

457

Fdic Zip Top Banks

Columbia State Bank

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (18)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Fdic Zip Branches Raw

Key Bank of WashingtonGig Harbor, WA

Fdic Zip HHI

828.37

Fdic Zip Top Bank Share Pct

15.75

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	27,747
Returns	2,390

Stub 2

AGI	71,598
Returns	1,910

Stub 3

AGI	110,816
Returns	1,780

Soi Zip Total Business Income

79,374

Soi Zip Total Cap Gains

287,204

Soi Zip Total Dividends

80,308

Soi Zip Total Returns

14,260

Trust Company Affiliate