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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FAMILY WEALTH ADVISORY GROUP, LLC

CRD 130595

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5243f3c5-8699-240c-4b06-7f984de3425e

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 13, 2012 to Jun 30, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Family Wealth Advisory Group, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $396MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $293M
Private client RAUM: $394MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 835
Individual clients: 115
High net worth clients: 102
Custody, client assets: $28.3M
SEC number: 801-62921
CRD: 130595
Filings on the tape: 20
First filed: Mar 13, 2012
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT JOHN GROSSHEIM	Certified Financial Planner	CINCINNATI, OH	22	35	1	no
BENJAMIN ADAM LINSER	Certified Financial Planner	CINCINNATI, OH	8	26	1	no
BENJAMIN ROBERT GROSSHEIM	n/a	CINCINNATI, OH	3	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GROSSHEIM, ROBERT, JOHN	MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	03/2002	Mar 13, 2012	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$396M	$293M	7	3	0	n/a	n/a
2024	Mar 18, 2025	$335M	$245M	7	3	0	n/a	n/a
2023	Mar 28, 2024	$274M	$187M	6	3	0	n/a	n/a
2022	Mar 22, 2023	$232M	$156M	6	3	0	n/a	n/a
2021	Mar 28, 2022	$266M	$173M	6	4	0	n/a	n/a
2020	Mar 23, 2021	$231M	$146M	6	3	0	n/a	n/a
2019	Mar 31, 2020	$200M	$110M	6	5	0	n/a	n/a
2018	Mar 22, 2019	$165M	$92.6M	6	5	1	n/a	n/a
2017	Mar 30, 2018	$159M	$86.6M	6	5	1	n/a	n/a
2016	Mar 30, 2017	$206M	$63.9M	5	4	n/a	n/a	n/a
2015	Mar 1, 2016	$174M	$58.2M	5	4	n/a	n/a	n/a
2014	Mar 11, 2015	$172M	$56.8M	4	4	n/a	n/a	n/a
2013	Mar 21, 2014	$152M	$52.7M	4	4	n/a	n/a	n/a
2012	Jan 31, 2013	$127M	$45.4M	4	4	n/a	n/a	n/a
2011	Mar 13, 2012	$106M	$39.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$396M	$335M	18.4%	$232M	19.5%	7	7	0	0

Relationships

Registered with (3)

← BENJAMIN ROBERT GROSSHEIMAdvisorregistration: current employment
Oct 26, 2022 to presentfactForm ADV
← BENJAMIN ADAM LINSERAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV
← ROBERT JOHN GROSSHEIMAdvisorregistration: current employment
Mar 29, 2004 to presentfactForm ADV

Controls (1)

← GROSSHEIM, ROBERT, JOHNOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 13, 2012 to Mar 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5243f3c5-8699-240c-4b06-7f984de3425e
First observed: Mar 13, 2012
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAMILY WEALTH ADVISORY GROUP, LLC

CRD 130595

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5243f3c5-8699-240c-4b06-7f984de3425e

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT JOHN GROSSHEIM

Certified Financial Planner

CINCINNATI, OH

BENJAMIN ADAM LINSER

Certified Financial Planner

CINCINNATI, OH

BENJAMIN ROBERT GROSSHEIM

n/a

CINCINNATI, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GROSSHEIM, ROBERT, JOHN

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

03/2002

Mar 13, 2012

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$396M

$293M

n/a

2024

Mar 18, 2025

$335M

$245M

n/a

2023

Mar 28, 2024

$274M

$187M

n/a

2022

Mar 22, 2023

$232M

$156M

n/a

2021

Mar 28, 2022

$266M

$173M

n/a

2020

Mar 23, 2021

$231M

$146M

n/a

2019

Mar 31, 2020

$200M

$110M

n/a

2018

Mar 22, 2019

$165M

$92.6M

n/a

2017

Mar 30, 2018

$159M

$86.6M

n/a

2016

Mar 30, 2017

$206M

$63.9M

n/a

2015

Mar 1, 2016

$174M

$58.2M

n/a

2014

Mar 11, 2015

$172M

$56.8M

n/a

2013

Mar 21, 2014

$152M

$52.7M

n/a

2012

Jan 31, 2013

$127M

$45.4M

n/a

2011

Mar 13, 2012

$106M

$39.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$396M

$335M

18.4%

$232M

19.5%