FORT LAUDERDALE, FLCRD 318641Latest ADV March 25, 2026
Fiori Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 25, 2026, reports $567M in regulatory assets under management, 8 employees, 1 office, and 675 accounts.
Assets Under Management
$567M
Employees
8
Offices
1 office
Total Clients
238
Primary office
FORT LAUDERDALE, FL
205 SOUTH EAST 20TH ST, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.3% of total clients.
Top client categories% of clientsClients
1
Individuals
51.3%
122
2
HNWI
42.9%
102
3
Pension Plans
5.0%
12
4
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$567Mas of March 25, 2026
Discretionary99.6%
$565M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
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$567M
Total Accounts675
10Y AUM Change+$567M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change-2 (-20.0%)
* 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.