626 Financial, LLC
● SEC registered since 2021CRD 306474SEC# 801-120219Portage, MI
Reg. AUM
$379.6M
Employees
5
Accounts
1,270
Location
Portage, MI
626 Financial, LLC assets under management
626 Financial, LLC operates as an SEC-registered investment adviser based in Portage, MI. The firm has been registered since 2021. It reports $379.6 million in regulatory assets under management and employs 5 people.
626 Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brant Shrimplin Control | Managing Member / Managing Director | 50-75% | 2020 |
| Thomas William Anderton Control | Managing Member / Managing Director And Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does 626 Financial, LLC manage?
626 Financial, LLC reports $379.6 million in regulatory assets under management on its Form ADV.
How many employees does 626 Financial, LLC have?
626 Financial, LLC reports 5 employees.
Where is 626 Financial, LLC located?
626 Financial, LLC is based in Portage, MI and has been SEC-registered since 2021.
Does 626 Financial, LLC disclose fund performance?
626 Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7950 Moorsbridge Road, Suite 104, Portage, MI 49024 |
| Phone | (269) 321-5040 |
| Fax | (269) 585-6059 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1911035 |
| Discloses disciplinary history | No |
Regulatory AUM
$379.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$379.6Mregulatory AUM
Discretionary $376.5MNon-discretionary $3.1M