# AG FINANCIAL, LLC

AG FINANCIAL, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 140226
- Type: SEC-registered investment adviser
- SEC file number: 801-66579
- Location: 2825 EAST COTTONWOOD PARKWAY, SUITE 500, SALT LAKE CITY, UT, 84121
- Phone: 801-990-3470
- Latest filing: 2026-02-20
- Regulatory AUM: $103.5M
- Discretionary AUM: $102.9M
- Non-discretionary AUM: $527K
- Clients: 2
- Accounts: 441

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Aaron Brian Graham | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GRAHAM AARON BRIAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SCOTTSDALE | AZ | 1 | 480-656-2850 |
| SCOTTSDALE | AZ | 1 | 480-656-2850 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140226/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140226/similar
- Related entities: https://search.stillhousedata.com/firm/140226/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140226

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.