Somnio Financial Group, LLC
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 174217
- Registered since
- March 21, 2024
- Website
- www.somniofg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.42%
- Individuals11.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Somnio Financial Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-assets and fixed fees. Somnio does not present itself as a capital allocator, is not an active ESG investor, and does not report multi-state or pension-consulting activity.
Assets & Accounts
Public Holdings
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 Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2
Robert Roy
Partner, Co-FounderCRD 4897441
Nicholas Roy
Partner, Co-FounderCRD 5074653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$179M in ETFs
100%
$179M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $44.2M | 59,020 | 24.71% |
Location
Glastonbury, CT
Hartford
Location
Glastonbury, CT
Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 140 Glastonbury Blvd
- Time zone
- ET (UTC-5)
- Office locations
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