ADVISOR FINANCIAL GROUP

ADVISOR FINANCIAL GROUP is an SEC-registered investment adviser (CRD 122678). Regulatory assets under management: $26.5M.

Registration

• CRD: 122678
• Type: Registered investment adviser
• Phone: 334-324-7936
• Latest filing: 2026-03-30
• Regulatory AUM: $26.5M
• Non-discretionary AUM: $26.5M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122678 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search