Addington Financial Group LLC

RIASEC RegisteredEst. 2018

Total AUM

$338M

Discretionary

$338M

100% of AUM

Avg account

$937K

Accounts

361

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 114584
Registered since: March 16, 2018
Website: www.addingtonfg.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI54.99%
Charitable Organizations37.86%
Individuals6.84%
Corporations / Businesses0.31%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Addington Financial Group LLC is an independent registered investment adviser focused on fee-based wealth management for individuals and families. Registered with the SEC in 2018 and owned by an individual, the firm operates as a capital allocator that blends discretionary portfolio management with financial planning and third‑party manager selection. Its advisory mix emphasizes managed accounts and mutual fund strategies rather than ESG mandates, and the firm reports no multi‑state advisory registration. Services are positioned toward individual and small‑business clients, with the firm charging a percentage of assets under management.