AKG FINANCIAL GROUP

AKG FINANCIAL GROUP is an SEC-registered investment adviser (CRD 316548). Regulatory assets under management: $90.9M.

Registration

• CRD: 316548
• Type: Registered investment adviser
• Phone: 817-305-2988
• Latest filing: 2026-03-03
• Regulatory AUM: $90.9M
• Discretionary AUM: $85.5M
• Non-discretionary AUM: $5.4M
• Clients: 5
• Accounts: 181

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 316548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search