SUTTON FINANCIAL GROUP

SUTTON FINANCIAL GROUP of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 307351). Regulatory assets under management: $75.5M.

Registration

• CRD: 307351
• Type: Registered investment adviser
• Location: 2075 COLUMBIANA ROAD, BIRMINGHAM, AL, 35216
• Phone: 205-540-1119
• Latest filing: 2026-03-04
• Regulatory AUM: $75.5M
• Discretionary AUM: $27.2M
• Non-discretionary AUM: $48.3M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search