Northfort Financial, LLC
● SEC registered since 2026CRD 143916SEC# 801-135600
Reg. AUM
$118.6M
Employees
4
Accounts
929
Location
—
Northfort Financial, LLC assets under management
Northfort Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $118.6 million in regulatory assets under management and employs 4 people.
Northfort Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyler Scott Baird | Minority Owner | 10-25% | 2026 |
| Patrick John Briskey Control | Owner/Operator/Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Northfort Financial, LLC manage?
Northfort Financial, LLC reports $118.6 million in regulatory assets under management on its Form ADV.
How many employees does Northfort Financial, LLC have?
Northfort Financial, LLC reports 4 employees.
Does Northfort Financial, LLC disclose fund performance?
Northfort Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 419-636-2020 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.6MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$118.6Mregulatory AUM
Discretionary $118.6M