# SOBITZ FINANCIAL GROUP, LLC

SOBITZ FINANCIAL GROUP, LLC of UNIONTOWN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 337210
- Type: SEC-registered investment adviser
- Location: 3500 MASSILLON ROAD, SUITE 490, UNIONTOWN, OH, 44685
- Phone: 330-896-9575
- Latest filing: 2026-05-27
- Regulatory AUM: $88.7M
- Discretionary AUM: $87.9M
- Non-discretionary AUM: $723K
- Clients: 3
- Accounts: 446

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337210/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337210/similar
- Related entities: https://search.stillhousedata.com/firm/337210/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337210

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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.