Somnio Financial Group, LLC
● SEC registered since 2024CRD 174217SEC# 801-129727Glastonbury, CT
Reg. AUM
$168.3M
Employees
4
Accounts
461
Location
Glastonbury, CT
Somnio Financial Group, LLC assets under management
Somnio Financial Group, LLC is an investment advisory firm registered with the SEC based in Glastonbury, CT. The firm has been registered since 2024. It reports $168.3 million in regulatory assets under management and employs 4 people.
Somnio Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Raymond Roy Control | Member | 50-75% | 2009 |
| Robert Norman Roy Control | Member | 50-75% | 2009 |
| Robert Norman Roy Control | Chief Compliance Officer | 50-75% | 2015 |
Frequently asked questions
How much does Somnio Financial Group, LLC manage?
Somnio Financial Group, LLC reports $168.3 million in regulatory assets under management on its Form ADV.
How many employees does Somnio Financial Group, LLC have?
Somnio Financial Group, LLC reports 4 employees.
Where is Somnio Financial Group, LLC located?
Somnio Financial Group, LLC is based in Glastonbury, CT and has been SEC-registered since 2024.
Does Somnio Financial Group, LLC disclose fund performance?
Somnio 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 | 140 Glastonbury Blvd, Suite 450, Glastonbury, CT 06033 |
| Phone | 860-430-5500 |
| Fax | 860-430-5504 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.3M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$168.3Mregulatory AUM
Discretionary $168.3M