SOBITZ FINANCIAL GROUP, LLC

SOBITZ FINANCIAL GROUP, LLC of UNIONTOWN, OH is an SEC-registered investment adviser (CRD 337210). Regulatory assets under management: $88.7M.

Registration

• CRD: 337210
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337210 on SEC IAPD (source of record)
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