Keith Wendell Whitt
Investment adviser representative at Investment Advisory Group LLC
20 yearsExperience
1 stateRegistered in
$1.2BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Investment Advisory Group, LLCApr 2018 to now
- Maritime Wealth Advisors LLCDec 2011 to now
- Geneos Wealth Management, Inc.Nov 2006 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Investment Advisory Group LLC
Legal name: Investment Advisory Group, LLC
$1.2BAssets managed
1,542Clients
5Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5111717
- Firm CRD
- 109445