MOUNT PLEASANT, WICRD 107893Latest ADV January 23, 2026
Financial Service Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mount Pleasant, WI. Its latest Form ADV filing, dated January 23, 2026, reports $215M in regulatory assets under management, 8 employees, and 645 accounts.
Assets Under Management
$215M
Employees
8
Offices
--
Total Clients
192
Primary office
MOUNT PLEASANT, WI
4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
118
2
HNWI
38.5%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of January 23, 2026
Discretionary100.0%
$215M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$215M
Total Accounts645
10Y AUM Change+$48M (+28.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
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.