GLASTONBURY, CTCRD 174217Latest ADV February 17, 2026
Somnio Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated February 17, 2026, reports $168M in regulatory assets under management, 4 employees, and 461 accounts.
Assets Under Management
$168M
Employees
4
Offices
--
Total Clients
103
Primary office
GLASTONBURY, CT
140 GLASTONBURY BLVD, SUITE 450, GLASTONBURY, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.9% of total clients.
Top client categories% of clientsClients
1
HNWI
68.9%
71
2
Individuals
31.1%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of February 17, 2026
Discretionary100.0%
$168M
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$168M
Total Accounts461
10Y AUM Change+$51M (+44.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee26:1
10Y Employee Change+1 (+33.3%)
* 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.