Grupp Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, WY. Its latest Form ADV filing, dated January 22, 2026, reports $100M in regulatory assets under management, 3 employees, 4 offices, and 37 accounts.
Assets Under Management
$100M
Employees
3
Offices
4 offices
Total Clients
10
Primary office
JACKSON, WY
1705 HIGH SCHOOL ROAD, UNIT #140, JACKSON, WY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 40.0% of total clients.
Top client categories% of clientsClients
1
Corporations
40.0%
4
2
HNWI
30.0%
3
3
Individuals
20.0%
2
4
Charitable
10.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of January 22, 2026
Discretionary100.0%
$100M
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.
Total AUM$100M
Total Accounts37
10Y AUM Change+$93M (+1248.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee3:1
10Y Employee Change+1 (+50.0%)
* 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.