This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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

$179MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$179M

Private client RAUM

$179MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$89.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

459

Individual clients

142

High net worth clients

42

Custody, client assets

$19.6M

SEC number

801-62497

CRD

128876

Filings on the tape

19

First filed

Jan 31, 2012

Latest filed

Mar 20, 2026

Organised

Corporation, OH

Website

tpiginc.com

• Occurred

  Mar 30, 2022
  Control person joined

  David Nicholas Schubeler (Chief Compliance Officer, Chief Investment Officer) appeared on Schedule A of The Private Investment Group, Inc.

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5aafd080-5581-44d1-9a5d-038838dcdeb7

First observed

Jan 31, 2012

Last observed

Mar 20, 2026 6 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.