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| Grupp Financial LLC
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|
|---|---|
| CRD # | 168436 |
| SEC # | 801-135382 |
| CIK # | |
| AUM | $100.1 M (2026-01-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-200-6579 |
| Address | 1705 High School Road Jackson, WY 83001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.2 |
| (b) Individuals (high net worth individuals) | 3 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 97.9 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 100.1 |
| By Discretionary | ||
| Discretionary | 37 | 100.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 100.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.1 | |
| Total | 37 | 100.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cherokee & Walker Management LLC
✚
|
UT | 0.1 |
|
Ascent Financial Group LLC
✚
|
VA | 0.1 |
|
Social Investment Managers and Advisors LLC
✚
|
NY | 0.1 |
|
CDP Financial Group LLC
✚
|
CO | 0.1 |
|
Newsong Capital Management Inc
✚
|
MS | 0.1 |
|
Logix Investments LLC
✚
|
OH | 0.1 |
|
Financial Counseling Inc
✚
|
OH | 0.1 |
|
Retire Ready Wealth Management LLC
✚
|
PA | 0.1 |
|
Chamberlain Lane Capital LLC
✚
|
TN | 0.1 |
|
Sundowner Capital Management LLC
✚
|
0.1 |