626 Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portage, MI. Its latest Form ADV filing, dated February 12, 2026, reports $380M in regulatory assets under management, 5 employees, 1 office, and 1,270 accounts.
Assets Under Management
$380M
Employees
5
Offices
1 office
Total Clients
451
Primary office
PORTAGE, MI
7950 MOORSBRIDGE ROAD, SUITE 104, PORTAGE, MI, United States
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
329
2
HNWI
27.1%
122
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$380Mas of February 12, 2026
Discretionary99.2%
$377M
99% of total RAUM99.2%
Non-discretionary0.8%
$3M
1% of total RAUM0.8%
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.
Total AUM$380M
Total Accounts1,270
10Y AUM Change+$380M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee90:1
10Y Employee Change0 (0.0%)
* 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.