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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASSET ADVISORY GROUP, INC.

CRD 106618

KINNELON, NJ

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:c5a4f7f0-2d47-737a-d8ab-87fd28ac7c45

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2012 to Feb 27, 2026
26 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: 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: $480MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $453M
Private client RAUM: $480MderivedItem 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: $240Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 633
Individual clients: 85
High net worth clients: 86
Custody, client assets: $11.8M
SEC number: 801-46343
CIK: 2110402
CRD: 106618
Filings on the tape: 26
First filed: Mar 5, 2012
Latest filed: Feb 27, 2026
Organised: Corporation, NJ
Website: assetadvisorygroup.com

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
AMANDA ZOCH MCGRATH	Certified Financial Planner	KINNELON, NJ	9	19	n/a	no
PAUL BERNARD ZOCH	Certified Financial Planner	KINNELON, NJ	2	40	n/a	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
ZOCH, PAUL, BERNARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	01/1998	Mar 5, 2012	Jul 24, 2024
MCGRATH, AMANDA, ZOCH	VICE PRESIDENT AND TREASURER	C	no	05/2018	May 10, 2018	Jul 24, 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	Feb 27, 2026	$480M	$453M	5	2	0	n/a	n/a
2024	Feb 11, 2025	$407M	$157M	5	2	0	n/a	n/a
2023	Feb 2, 2024	$374M	$95.5M	5	2	0	n/a	n/a
2022	Mar 2, 2023	$330M	$56.7M	2	2	0	n/a	n/a
2021	Feb 17, 2022	$390M	$55.2M	2	2	0	n/a	n/a
2020	Mar 9, 2021	$347M	$35.8M	2	2	0	n/a	n/a
2019	Mar 9, 2020	$306M	$17.2M	2	2	0	n/a	n/a
2018	Feb 11, 2019	$254M	$1.6M	2	2	1	n/a	n/a
2017	Feb 1, 2018	$264M	$2.1M	2	2	1	n/a	n/a
2016	Feb 4, 2017	$221M	$1.9M	2	2	n/a	n/a	n/a
2015	Feb 25, 2016	$216M	$1.8M	1	1	n/a	n/a	n/a
2014	Feb 26, 2015	$221M	$1.8M	1	1	n/a	n/a	n/a
2013	Feb 24, 2014	$211M	$1.8M	1	1	n/a	n/a	n/a
2012	Mar 4, 2013	$187M	$797,179	1	1	n/a	n/a	n/a
2011	Mar 5, 2012	$176M	$0	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	$480M	$407M	17.8%	$330M	13.3%	5	5	0	0

Relationships

Registered with (3)

← PAUL BERNARD ZOCHAdvisorregistration: current employment
Jul 30, 2024 to presentfactForm ADV
← AMANDA ZOCH MCGRATHAdvisorregistration: current employment
May 30, 2017 to presentfactForm ADV
← MATTHEW STEPHEN CRUMAdvisorregistration: previous registration
Jul 29, 2016 to Aug 22, 2017factForm ADV

Owns (1)

← MCGRATH, AMANDA, ZOCHOwnerVICE PRESIDENT AND TREASURER, ownership code C, individual
May 10, 2018 to Jul 24, 2024factForm ADV

Controls (1)

← ZOCH, PAUL, BERNARDOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 5, 2012 to Jul 24, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5a4f7f0-2d47-737a-d8ab-87fd28ac7c45
First observed: Mar 5, 2012
Last observed: Feb 27, 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.

ASSET ADVISORY GROUP, INC.

CRD 106618

KINNELON, NJ

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:c5a4f7f0-2d47-737a-d8ab-87fd28ac7c45

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMANDA ZOCH MCGRATH

Certified Financial Planner

KINNELON, NJ

n/a

PAUL BERNARD ZOCH

Certified Financial Planner

KINNELON, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ZOCH, PAUL, BERNARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/1998

Mar 5, 2012

Jul 24, 2024

MCGRATH, AMANDA, ZOCH

VICE PRESIDENT AND TREASURER

05/2018

May 10, 2018

Jul 24, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$480M

$453M

n/a

2024

Feb 11, 2025

$407M

$157M

n/a

2023

Feb 2, 2024

$374M

$95.5M

n/a

2022

Mar 2, 2023

$330M

$56.7M

n/a

2021

Feb 17, 2022

$390M

$55.2M

n/a

2020

Mar 9, 2021

$347M

$35.8M

n/a

2019

Mar 9, 2020

$306M

$17.2M

n/a

2018

Feb 11, 2019

$254M

$1.6M

n/a

2017

Feb 1, 2018

$264M

$2.1M

n/a

2016

Feb 4, 2017

$221M

$1.9M

n/a

2015

Feb 25, 2016

$216M

$1.8M

n/a

2014

Feb 26, 2015

$221M

$1.8M

n/a

2013

Feb 24, 2014

$211M

$1.8M

n/a

2012

Mar 4, 2013

$187M

$797,179

n/a

2011

Mar 5, 2012

$176M

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

$480M

$407M

17.8%

$330M

13.3%