De Groote Financial Group, LLC
● SEC registered since 2013CRD 168178SEC# 801-78358Thousand Oaks, CA
Reg. AUM
$1.22B
Employees
9
Accounts
2,346
Location
Thousand Oaks, CA
De Groote Financial Group, LLC assets under management
De Groote Financial Group, LLC operates as an SEC-registered investment adviser based in Thousand Oaks, CA. The firm has been registered since 2013. It reports $1.2 billion in regulatory assets under management and employs 9 people.
De Groote Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Clark Degroote Control | Managing Member | Over 75% | 2013 |
| Fadi Mohamed Ahmed Control | Chief Compliance Officer & Chief Operations Officer | Under 5% | 2019 |
Frequently asked questions
How much does De Groote Financial Group, LLC manage?
De Groote Financial Group, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does De Groote Financial Group, LLC have?
De Groote Financial Group, LLC reports 9 employees.
Where is De Groote Financial Group, LLC located?
De Groote Financial Group, LLC is based in Thousand Oaks, CA and has been SEC-registered since 2013.
Does De Groote Financial Group, LLC disclose fund performance?
De Groote 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 | 3013 Willow Lane, Thousand Oaks, CA 91361 |
| Phone | (805) 230-0111 |
| Fax | (805) 230-0061 |
| Office hours | 6:30a.m. To 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1766292 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 62%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B