BLOOMINGTON, MNCRD 106617Latest ADV March 30, 2026
Webb Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 30, 2026, reports $397M in regulatory assets under management, 8 employees, and 1,896 accounts.
Assets Under Management
$397M
Employees
8
Offices
--
Total Clients
673
Primary office
BLOOMINGTON, MN
8120 PENN AVENUE SOUTH, SUITE 177, BLOOMINGTON, MN, United States
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
671
2
HNWI
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 30, 2026
Discretionary95.0%
$377M
95% of total RAUM95.0%
Non-discretionary5.0%
$20M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$397M
Total Accounts1,896
10Y AUM Change+$205M (+107.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee84:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.