AKG Financial Group
Firm details
- Headquarters
- ,
- CRD number
- 316548
- Website
- akgfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.73%
- Individuals2.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AKG Financial Group is an independent, Texas-registered limited liability company that advises individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Ownership is a mix of a domestic entity and an individual. Compensation comes through a mix of percentage-of-AUM and fixed fees. The firm does not position itself as a capital allocator, does not report active ESG investing, and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities14%
- Cash & Cash Equivalents11%
- Private Funds3%
- Other3%
Contacts
3 of 3
Emma Simmons
AdvisorCRD 6225317
Davis Bourland
OwnerCRD 5634215
Ashlyn Bourland
Research AssistantCRD 8263234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
The Sherrington Group
RIAColumbus, OH
Grit Family Office, LLC
RIACedar Rapids, IA
Oxford Gate Management, LLC
RIAGreenwich, CT
Integrity Prosperity Security (Ips) Strategic Capital
RIALakewood, CO
Algorithmic Investment Models
RIABoston, MA
Mckinney Capital, LLC
RIABirmingham, AL