Able Financial Group, LLC
● SEC registered since 2023CRD 323646SEC# 801-127165Scottsdale, AZ
Reg. AUM
$732.9M
Employees
14
Accounts
1,694
Location
Scottsdale, AZ
Able Financial Group, LLC assets under management
Able Financial Group, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2023. It reports $732.9 million in regulatory assets under management and employs 14 people.
Able Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Michael Brooks Control | Chief Compliance Officer | Under 5% | 2023 |
| The Brooks Family Trust Dtd 03/20/2022 Control | Member | Over 75% | 2023 |
| Adam Michael Brooks Control | Co-Trustee | — | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Able Financial Group, LLC manage?
Able Financial Group, LLC reports $732.9 million in regulatory assets under management on its Form ADV.
How many employees does Able Financial Group, LLC have?
Able Financial Group, LLC reports 14 employees.
Where is Able Financial Group, LLC located?
Able Financial Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.
Does Able Financial Group, LLC disclose fund performance?
Able Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8737 E. Via de Commercio, Suite 100, Scottsdale, AZ 85258 |
| Phone | 480-258-6104 |
| Office hours | 7a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$732.9M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$732.9Mregulatory AUM
Discretionary $725.8MNon-discretionary $7.2M