NA
Noble Advisory Group Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 282307
· Waco, TX
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ADV data as of Feb 01, 2019
- Regulatory AUM
- $2.0M
- Discretionary
- $0
- Clients
- 10
- Avg AUM / client
- $200K
- Accounts
- 10
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $600K | 30.0% |
| High net worth individuals | 1 | $1.4M | 70.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lance Lipoufski | Registered representative | Feb 2016 (11y) |
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) | 02/01/2019 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Hourly charges
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 01, 2019.
View current Form ADV (SEC/IAPD) ↗