NGC Financial, LLC

Overview

NGC Financial, LLC is an owner-operated limited liability company that provides fee-based financial planning and discretionary portfolio management primarily for individual and family clients. The firm is registered with the SEC as of 2023 and charges clients a percentage of assets under management. In addition to its advisory work, the firm maintains broker-dealer activity and related services—acting as a registered representative of a broker-dealer, an insurance broker, and offering accounting services—so its offering set blends investment management with brokerage, insurance distribution, and accounting capabilities. The firm does not identify as an ESG investor and is not structured as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices