Ross Financial Group

Overview

Ross Financial Group operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm’s client base is individuals and families, and its advisory work centers on portfolio management for individuals and small businesses. Compensation is charged as a percentage of assets under management, and the business also performs insurance-broker activities alongside its advisory services. The firm reports a limited set of service lines: it is not a capital allocator, does not identify as an active ESG investor, and does not function as a multi-state adviser or pension consultant. Ownership is individual, and the adviser appears focused on straightforward wealth-management relationships rather than institutional or large-scale outsourced CIO work.

Assets & Accounts

Public Holdings

Investments & Alternatives