# FERN FINANCIAL GROUP, LLC

FERN FINANCIAL GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 322658
- Type: SEC-registered investment adviser
- Phone: 480-856-5800
- Latest filing: 2026-03-02
- Regulatory AUM: $63.0M
- Discretionary AUM: $63.0M
- Clients: 3
- Accounts: 128

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322658/similar
- Related entities: https://search.stillhousedata.com/firm/322658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322658

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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.