Somnio Financial Group, LLC

Overview

Somnio Financial Group, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and is owned by an individual principal. Its client focus is individuals and families, and it provides financial planning and portfolio management services tailored to individuals and small businesses. Compensation is primarily a percentage of assets under management, with an option for fixed fees. Somnio is not positioned as a capital allocator or pension consultant; it does not report active ESG investing as part of its mandate and is not structured as a multi-state or related adviser. Advisory activities emphasize traditional planning and discretionary portfolio management rather than institutional consulting.

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Public Holdings

Investments & Alternatives