Able Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 19, 2026, reports $733M in regulatory assets under management, 14 employees, and 1,694 accounts.
Assets Under Management
$733M
Employees
14
Offices
--
Total Clients
624
Primary office
SCOTTSDALE, AZ
8737 E. VIA DE COMMERCIO, SUITE 100, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
329
2
HNWI
45.5%
284
3
Charitable
1.0%
6
4
Corporations
0.8%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$733Mas of March 19, 2026
Discretionary99.0%
$726M
99% of total RAUM99.0%
Non-discretionary1.0%
$7M
1% of total RAUM1.0%
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$733M
Total Accounts1,694
10Y AUM Change+$733M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee45:1
10Y Employee Change+8 (+133.3%)
* 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.