SG Financial Group, LLC

Overview

SG Financial Group, LLC is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses and offers manager selection services. The firm operates as a capital allocator but, based on filings, it functions primarily in a non-discretionary advisory role — clients receive advice and recommendations rather than handing over full trading authority. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The client mix includes individual and family clients as well as institutional relationships, and the firm does not identify itself as an active ESG investor. Investment activity and manager interest center on third-party public funds rather than in-house securities selection. The firm’s advisory activities emphasize placing client capital into mutual funds and externally managed strategies and vetting outside advisers when appropriate. SG Financial Group, LLC does not report multi-state advisory registration and remains modest in scale, which suggests a boutique, service-focused practice rather than a broad national platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices