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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ADVANTAGE RETIREMENT GROUP

TOUNJIAN ADVISORY GROUP, LLC, CRD 144417

FORT MYERS, FL

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:ba97fd82-9805-7e92-45b7-d55af8b5f955

Data as of Nov 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: May 9, 2019 to Nov 30, 2023
19 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $325MItem 5.F on the latest filing (2023-11-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $325M
Private client RAUM: $322MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,324
Individual clients: 439
High net worth clients: 32
SEC number: 801-116766
CRD: 144417
Filings on the tape: 19
First filed: May 9, 2019
Latest filed: Nov 30, 2023
Organised: Limited Liability Company, Florida

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
TOUNJIAN FINANCIAL PARTNERS, LLC	Owner	D	yes	10/2023	Nov 17, 2023	Nov 30, 2023
TOUNJIAN, ALFRED, MICHAEL	Owner	E	yes	10/2023	May 9, 2019	Nov 30, 2023
TOUNJIAN, ALFRED, MICHAEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	01/2011	May 9, 2019	Nov 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NATIONAL BENEFIT CORP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	1	no

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
2022	Feb 14, 2023	$325M	$325M	6	2	1	n/a	n/a
2021	Mar 15, 2022	$357M	$357M	6	2	1	n/a	n/a
2020	Mar 22, 2021	$234M	$234M	6	2	1	n/a	n/a
2019	Mar 27, 2020	$174M	$174M	7	1	1	n/a	n/a

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
2022	$325M	$357M	-9.0%	$174M	23.1%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVANTAGE WEALTH PARTNERS	2	Mar 28, 2024	Feb 12, 2024	NAPLES, FL	Team lift out	RIA to new firm	100.0%

Relationships

Affiliated with (1)

← ADVANTAGE WEALTH PARTNERSRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← TOUNJIAN, ALFRED, MICHAELOwnerOWNER, ownership code E, individual
May 9, 2019 to presentfactForm ADV
← TOUNJIAN FINANCIAL PARTNERS, LLCOwnerOWNER, ownership code D, domestic entity
Nov 17, 2023 to presentfactForm ADV

Registered with (7)

← ALFRED MICHAEL TOUNJIANAdvisorregistration: previous registration
Nov 5, 2010 to Mar 28, 2024factForm ADV
← David Joshua AntonucciAdvisorregistration: previous registration
Jun 24, 2020 to Mar 28, 2024factForm ADV
← DONALD LEONARD ROSSAdvisorregistration: previous registration
May 12, 2015 to Jun 18, 2019factForm ADV
← DAVID HOWARD LEBOLDAdvisorregistration: previous registration
Aug 22, 2012 to Apr 2, 2019factForm ADV
← William H HazlettAdvisorregistration: previous registration
Sep 14, 2011 to Oct 17, 2017factForm ADV
← EDWARD JAY LOFTICEAdvisorregistration: previous registration
Jan 7, 2013 to Oct 17, 2017factForm ADV
← JEFFREY DAVID MONTGOMERYAdvisorregistration: previous registration
Jul 25, 2011 to Mar 7, 2014factForm ADV

Moved with (1)

→ ADVANTAGE WEALTH PARTNERSRegistered adviser2 advisors, team lift out, same day
Mar 28, 2024 to Feb 12, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Team lift-out
2 advisors left Advantage Retirement Group (Naples, FL) for Advantage Wealth Partners on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 28, 2024
Advisor changed firm
David Joshua Antonucci left Advantage Retirement Group for Advantage Wealth Partners (registered 2024-02-12)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Advisor changed firm
Alfred Michael Tounjian left Advantage Retirement Group for Advantage Wealth Partners (registered 2024-02-08)
Form ADVobserved 6 days ago
Occurred
Mar 15, 2022
Regulatory AUM changed
Advantage Retirement Group reported RAUM $356.7M, up 52% from $234.2M (2022-03-02 to 2022-03-15)
Form ADVobserved 6 days ago
$122M
Occurred
May 9, 2019
First Form ADV filing
Tounjian Advisory Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba97fd82-9805-7e92-45b7-d55af8b5f955
First observed: May 9, 2019
Last observed: Nov 30, 2023 34 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.

ADVANTAGE RETIREMENT GROUP

TOUNJIAN ADVISORY GROUP, LLC, CRD 144417

FORT MYERS, FL

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:ba97fd82-9805-7e92-45b7-d55af8b5f955

Data as of Nov 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TOUNJIAN FINANCIAL PARTNERS, LLC

Owner

yes

10/2023

Nov 17, 2023

Nov 30, 2023

TOUNJIAN, ALFRED, MICHAEL

Owner

yes

10/2023

May 9, 2019

Nov 30, 2023

TOUNJIAN, ALFRED, MICHAEL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2011

May 9, 2019

Nov 30, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NATIONAL BENEFIT CORP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 14, 2023

$325M

n/a

2021

Mar 15, 2022

$357M

n/a

2020

Mar 22, 2021

$234M

n/a

2019

Mar 27, 2020

$174M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$325M

$357M

-9.0%

$174M

23.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVANTAGE WEALTH PARTNERS

Mar 28, 2024

Feb 12, 2024

NAPLES, FL

Team lift out

RIA to new firm

100.0%