Sobitz Financial Group, LLC

Overview

Sobitz Financial Group, LLC operates as a limited liability company organized as a non-independent retail RIA with an individual owner. The firm focuses on portfolio management for individuals and small businesses, and serves both individual/family and institutional clients. Its advisory fees are charged as a percentage of assets under management. The adviser is registered to operate in Florida and Ohio and lists an accounting affiliation; it does not present itself as an ESG-focused manager or as a capital allocator.

Assets & Accounts

Investments & Alternatives