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W••••••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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

W••••••••• A•••••••

ACG ADVISORY SERVICES, LLC, CRD 106259

MIDLOTHIAN, VA

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Search this name across graphs

Data as of Apr 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 19
On other graphs: 1
Observed: Mar 30, 2012 to Apr 29, 2024
35 observations

Across DFX

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

Allocatorsidentity

W••••••••• A•••••••

Investment consultant · same CRD

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: $518M••• Locked
Discretionary RAUM: $344M
Private client RAUM: $317Mderived••• Locked
Private client share: 61%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••• P••	Owner	E	yes	06/2014	Apr 29, 2024	Apr 29, 2024
D•• P•••••• M••••••• J•	CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Aug 8, 2023	Apr 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
N•• R••••••••• I•••	n/a	Institutional manager	$39B	N	yes	n/a
W••••••••• A••••••• L••	n/a	Independent wealth	$34B	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$518M	$878M	-41.0%	$826M	-14.4%	5	10	0	0

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W••••••••• A•••••••	3	Dec 31, 2024	Dec 12, 2024	MIDLOTHIAN, VA	Firm absorbed	RIA to RIA	100.0%
W••••••••• R••••••••• A•••••••	2	Mar 14, 2024	Oct 25, 2023

Relationships

Affiliated with (8)

← W••••••••• A•••••••Registered adviserother investment adviser, control, common control
factForm ADV
← W••••••••• A•••••••Registered adviserother investment adviser, common control
factForm ADV
← W••••• W••••• P••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ W••••••••• A•••••••Registered adviserother investment adviser, control, common control

Dated events

Order

Occurred
31 Dec 2024
Firm absorbed
••• Locked
Form ADV
3 advisors
Occurred
20 Mar 2024
Regulatory AUM changed
••• Locked
Form ADV
down $360M
Occurred
20 Mar 2024
Control person left
••• Locked
Form ADV
Occurred
9 Feb 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Oct 2023
Succession filed (Item 4)
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: Apr 29, 2024 29 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.

All 18 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
R••••••• A••••••••• C••••	Owner	E	yes	04/2024	Apr 29, 2024	Apr 29, 2024
R••••••• F•••••• U•••••••• C••••••	Owner	E	yes	04/2024	Apr 29, 2024	Apr 29, 2024
S••••••••• B••••• R•••••	Director	Na	yes	07/2023	Aug 8, 2023	Apr 29, 2024
S•••••• E•••• M••••••	PRESIDENT & CHIEF OPERATIONS OFFICER	Na	yes	07/2023	Aug 8, 2023	Apr 29, 2024
S•••••••• H•••• R•••••	CHIEF LEGAL OFFICER	Na	yes	07/2023	Aug 8, 2023	Apr 29, 2024
W••••••••• A•••••••	Owner	E	yes	07/2023	Aug 8, 2023	Apr 29, 2024
W••••••••• H•••••••• L••	Member	E	yes	11/2017	Aug 8, 2023	Apr 29, 2024
W••••••• J•••••• S•••••••	MANAGING DIRECTOR	Na	yes	10/2023	Mar 30, 2012	Apr 29, 2024

All 13 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 28, 2014	$426M	$12.5M	7	7	n/a	n/a	n/a
2012	Mar 27, 2013	$357M	$1.4M	7	7	n/a	n/a	n/a
2011	Mar 30, 2012	$310M	$1.2M	n/a	n/a	n/a	n/a	n/a