ABLE FINANCIAL GROUP, LLC

Overview

Able Financial Group, LLC is an independent registered investment advisor that serves both individual and institutional clients with financial planning and portfolio management across personal, small business and institutional mandates. The firm favors public funds and ETFs as core building blocks of client portfolios, with a notable allocation to bond ETFs — its largest single 13F position is the Fidelity total bond ETF — signaling a meaningful fixed-income sleeve alongside equity exposure. Investment activity blends broad-market, liquid instruments for efficient portfolio construction with selectively chosen equity holdings; the firm uses third-party managers for alternative exposure rather than sponsoring in-house private funds. Fee arrangements include asset-based fees supplemented by hourly and fixed-fee engagements, allowing flexibility for planning-only clients and for full discretionary mandates. Able Financial Group does not position itself as an ESG-focused or pension consultant practice and is not listed as a multi-state adviser. Advisory services emphasize customized planning and discretionary portfolio oversight, and the firm appears to prioritize liquidity and cost-efficiency through a heavy ETF/mutual-fund orientation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices