Nfsg Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 2, 2026, reports $1.1B in regulatory assets under management, 89 employees, 24 offices, and 3,607 accounts.
Assets Under Management
$1.1B
Employees
89
Offices
24 offices
Total Clients
3,096
Primary office
BOCA RATON, FL
1200 NORTH FEDERAL HIGHWAY, SUITE 400, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
2,271
2
HNWI
24.7%
765
3
Corporations
1.3%
40
4
Pension Plans
0.6%
20
Categories with <5 clients
Charitable Organizations<5 clients
PARTNERSHIP<5 clients
JT COMMUNITY PROPERTY<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 2, 2026
Discretionary95.4%
$1.0B
95% of total RAUM95.4%
Non-discretionary4.6%
$49M
5% of total RAUM4.6%
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$1.1B
Total Accounts3,607
10Y AUM Change+$977M (+925.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees89
Clients per Employee35:1
10Y Employee Change+29 (+48.3%)
* 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.