WEBB FINANCIAL GROUP

Overview

Webb Financial Group is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-assets and fixed-fee basis and operates as a single-owner adviser rather than a capital allocator or multi-state advisory platform. Investment practice is heavily fund-based: portfolios are constructed primarily from pooled public funds and mutual funds rather than direct-stock concentrated bets or in-house alternative strategies. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices