HOA Advisory Group
HOA Advisory Group is a six-person Washington State firm founded in 2022 that provides personalized, recurring HOA and COA management and advisory services to community associations, primarily in Snohomish County, with Resale Certificate support as an add-on.
- Company typePrivate
- Founded-
- HeadquartersLynnwood, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What HOA Advisory Group does
HOA Advisory Group is a privately held homeowner and condominium association management firm founded in 2022 and headquartered in Lynnwood, Washington. The company provides ongoing HOA and COA management and advisory services to community associations throughout Washington State, with particular concentration in Snohomish County. Its core offering centers on personalized, relationship-driven management covering daily operations, board collaboration, and long-term strategic planning, supplemented by a Resale Certificate add-on service for real estate transaction documentation within managed communities.
The business operates on a recurring management contract model with flexible, tailored service options priced per community rather than via publicly disclosed rate cards. Customer acquisition is consultative and primarily digital: prospects reach the firm through a phone line (425-998-6305), an online contact form, online scheduling, and complimentary online consultations, supported by organic content on Facebook, LinkedIn, YouTube, and an educational blog. The customer base comprises HOA and COA boards in Washington State; no enterprise anchors or named logos are disclosed.
The firm's technology stack is composed entirely of third-party operational tools rather than proprietary technology. These include the Cincwebaxis homeowner portal for resident access, Avidxchange for vendor/AP processing, and Vived for vendor registration. No AI/ML capabilities, proprietary platform, or patents are disclosed. The company operates from a mailing-only address with no in-person appointment capability, indicating a remote-delivery service model supported by a six-person team.
HOA Advisory Group firmographics
Firmographics- Name
- HOA Advisory Group
- Legal name
- HOA Advisory Group
- Website
- https://hoaadvisorygroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- HOA Advisory Group is a six-person Washington State firm founded in 2022 that provides personalized, recurring HOA and COA management and advisory services to community associations, primarily in Snohomish County, with Resale Certificate support as an add-on.
- Ownership category
- akta.pro rank
HOA Advisory Group industry classification
Industry- Product category
- Association Management Services
- NAICS
- Real Estate Property Managers (53131), Residential Property Managers (531311)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Services-Membership Organizations (8600)
- akta.pro primary industry
- Homeowners Association (HOA) Management (BPAJAHAB)
- akta.pro secondary industries
- HOA / Condominium Association Management (BPAJAFAH), Association Compliance, Governance & Board Support Services (BPAJAHAN)
Keywords
Where HOA Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Lynnwood
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HOA Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- HOA Management Services: The company provides ongoing HOA/COA management and advisory services to homeowner and condominium owner associations throughout Washington State. Revenue appears to be generated through service contracts for association management, with flexible and tailored service options designed to fit unique community needs.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
HOA Advisory Group product offering
Product offeringCore offering
HOA Advisory Group provides outsourced management and advisory services to homeowner associations (HOAs) and condominium owner associations (COAs) throughout Washington State. Its core offering covers daily operations, board guidance, long-term planning, and tailored community solutions. A supplementary offering is resale certificate preparation for real estate transactions within HOA communities.
Product overview
HOA Advisory Group offers HOA management services as a single, unified service offering. The company provides flexible, tailored service options designed to meet the unique needs of each community. Their core product is comprehensive HOA management services, which includes strategic guidance and support for community associations. A supplementary offering is their Resale Certificate service, which assists with property transaction documentation. The company operates primarily throughout Washington State with a focus on Snohomish County communities.
Differentiator
Problem solved
Functional benefit
Products and services
- HOA Management Services Comprehensive HOA and COA management services providing personalized guidance and support for community associations, including daily operations, long-term strategic planning, and board-level advisory services tailored to each community's unique needs. Targeted at homeowner and condominium owner associations throughout Washington State.
- Resale Certificates Document preparation and issuance service for real estate transactions within HOA communities, providing required state disclosures and certificates to prospective buyers on behalf of the association. Targeted at HOA boards, sellers, and buyers transacting within the firm's managed communities.
Companies that use HOA Advisory Group
Customer profileSegments2 records
Ideal customer profiles1 record
HOA Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
HOA Advisory Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
HOA Advisory Group competitors and assessment
Company assessmentDirect peers
- Goodwin & Company: Mid-sized community association management firm offering HOA board support and recurring management services. Comparable size, service model, and customer type to HOA Advisory Group.
- RealManage: Technology-enabled HOA and community management company operating in multiple U.S. regions with comparable scale. Comparable because both provide full-service HOA management with resident portals and board advisory as core offerings.
- Cedar Management Group: National HOA and community association management firm of comparable size and service model. Competes for mid-sized HOA boards seeking personalized management rather than mass-market incumbents.
- Pinnacle Community Management: Mid-sized HOA management company offering personalized board support and recurring management services. Closely comparable service model and target customer profile to HOA Advisory Group.
Regional players
- Kwynn Company Community Management: Long-standing Washington State community association manager serving the Puget Sound area. Direct competitor for HOA board contracts in the same Snohomish / King County geography.
- CWD Group (Community West Development): Pacific Northwest HOA and condominium management firm serving Washington and Oregon. Comparable regional competitor with overlapping HOA management service offering.
- Indigo Real Estate Services: Washington-based property management firm offering HOA and community association management across the Puget Sound region. Most directly comparable peer given overlapping geography (Snohomish County / Washington State) and identical service category.
Broad incumbents
- FirstService Residential: One of the largest residential and HOA property management companies in North America. Operates across multiple states with enterprise-scale technology and broad service menus, competing for the same HOA board RFPs that HOA Advisory Group targets.
- CCMC (Community Company): Large-scale community management company with national reach providing full-service HOA management. Directly comparable because both firms offer full-service HOA management with board support as a core deliverable.
- Associa: National leader in community association management serving tens of thousands of HOAs. Competes directly for community association contracts with bundled services, technology platforms, and scale-based pricing that small regional managers must match.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
HOA Advisory Group social profiles
Digital presenceHOA Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
HOA Advisory Group leadership team
Management profileNumber of profiles
HOA Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HOA Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HOA Advisory Group
What does HOA Advisory Group do?
HOA Advisory Group provides outsourced management and advisory services to homeowner associations (HOAs) and condominium owner associations (COAs) throughout Washington State. Its core offering covers daily operations, board guidance, long-term planning, and tailored community solutions. A supplementary offering is resale certificate preparation for real estate transactions within HOA communities.
Is HOA Advisory Group a public or private company?
HOA Advisory Group is a private company. It is classified as unknown and is currently operating.
When was HOA Advisory Group founded?
HOA Advisory Group was founded in -1. It employs 1 to 10 people.
Where is HOA Advisory Group based?
HOA Advisory Group is headquartered in Lynnwood, United States, in the North America region.
How does HOA Advisory Group make money?
One revenue line is on record: HOA Management Services.
Who are HOA Advisory Group's main competitors?
Direct peers on record are Goodwin & Company, RealManage, Cedar Management Group and Pinnacle Community Management. Regional players are Kwynn Company Community Management, CWD Group (Community West Development) and Indigo Real Estate Services. Broad incumbents are FirstService Residential, CCMC (Community Company) and Associa.
Does HOA Advisory Group have an API?
No public API is recorded for HOA Advisory Group.
What industry is HOA Advisory Group in?
HOA Advisory Group's product category is Association Management Services. Its primary akta.pro industry code is BPAJAHAB, Homeowners Association (HOA) Management, with a secondary code of BPAJAFAH, HOA / Condominium Association Management. Its NAICS code is 53131 and its SIC code is 6531.