|
⚲
|
| ABLE Financial Group LLC
✚
|
|
|---|---|
| CRD # | 323646 |
| SEC # | 801-127165 |
| CIK # | 0001977500 |
| AUM | $732.9 M (2026-03-19) |
| Employees | 14 (64% Investors, 79% Brokers) |
| Phone | 480-258-6104 |
| Address | 8737 E Via de Commercio Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.1 | ||
| MDC Partners Inc | 9.8 | ||
| iShares Comex Gold Trust | 8.8 | ||
| Nvidia Corp | 7.3 | ||
| Amazon Com Inc | 5.8 | ||
| Microsoft Corp | 5.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 105.1 |
| (b) Individuals (high net worth individuals) | 284 | 601.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 6 | 12.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,694 | 732.9 |
| By Discretionary | ||
| Discretionary | 1,680 | 725.8 |
| Non-Discretionary | 14 | 7.2 |
| Total | 1,694 | 732.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 731.4 | |
| Total | 1,694 | 732.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001977500] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fractal Investments LLC
✚
|
0.7 | |
|
Alpha Capital Management Group LLC
✚
|
CO | 0.7 |
|
KKM Financial LLC
✚
|
IL | 0.7 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.7 |
|
Clarity Wealth Advisors LLC
✚
|
CA | 0.7 |
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Navalign LLC
✚
|
CA | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.7 |
|
Sevenbridge Financial Group LLC
✚
|
PA | 0.7 |