Journey Advisory Group, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.6B
- Clients
- 888
- Avg AUM / client
- $1.9M
- Accounts
- 2,113
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 522 | $150M | 9.07% |
| High net worth individuals | 337 | $1.4B | 87.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $39.2K | 0.0% |
| Pension and profit sharing plans | 7 | $11.3M | 0.68% |
| Charitable organizations | 11 | $27.1M | 1.64% |
| Corporations and other businesses | 10 | $24.7M | 1.49% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lang, Robin, Minto | Trustee Of Stephan Lang Family Trust | Dec 1985 (41y) | Less than 5% | |
| Lang, Stephan, Graig | Member, Trustee Of Stephan Lang Family Trust(since 12/1985) | Aug 2013 (13y) | Less than 5% | |
| Tyler Selby Lang | Managing Member | CFA | Jun 2014 (12y) | 50% – 75% |
| Whelan, Michael, J. | Chief Operations Officer And Member | Oct 2019 (7y) | Less than 5% | |
| James William Owens | Member | CFP | Jan 2020 (7y) | Less than 5% |
| Kathryn C Mcneely | Member | Jan 2020 (7y) | Less than 5% | |
| Richard Eric Pettway | Chief Investment Officer, Trustee Of Richard Eric Randolph Pettway Trust | CFA | Aug 2020 (6y) | Less than 5% |
| Armstrong, Andy, John | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Jill Lauren Henson | Member | CFP | Jun 2021 (5y) | Less than 5% |
| Moschel, Laura, Suzanne | Member | Jan 2022 (5y) | Less than 5% | |
| Elizabeth A Dayter | Registered representative | Jan 2020 (7y) | ||
| Pashence Ann Barrera | Registered representative | Aug 2020 (6y) | ||
| James J Joo | Registered representative | CFA | Jun 2022 (4y) | |
| James Gerard Tillar | Registered representative | CFA | Jan 2023 (4y) | |
| Patricia Ann Kuhar | Registered representative | Jan 2023 (4y) | ||
| Stephen Andrew Wenstrup | Registered representative | Jan 2023 (4y) | ||
| Tyler James Verst | Registered representative | Dec 2023 (3y) | ||
| Kevin Reilly Kane | Registered representative | Aug 2024 (2y) | ||
| Cary Scott Kornick | Registered representative | Aug 2024 (2y) | ||
| Paula Jan Abbott | Registered representative | CFP | Sep 2024 (2y) | |
| Meghan Elizabeth Mullikin | Registered representative | CFP | Jan 2025 (2y) | |
| Adam Peter Lisowsky | Registered representative | CFP | Jul 2025 (1y) | |
| Tyler Michael Malay | Registered representative | Aug 2025 (1y) | ||
| Michael Justin Wilhelm | Registered representative | Aug 2025 (1y) | ||
| Randolph J. Chavez | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stephan Lang Family Trust Dated 12/9/1985 | Member | Jun 2014 | A | 25% – 50% |
| Richard Eric R Pettway Rev Trust Dated 10/21/99 | Member | Aug 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (69% of AUM) Jun 2026
- Interactive Brokers $396M (24% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗