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ABLE FINANCIAL GROUP, LLC

SCOTTSDALE, AZ · CRD 323646 · IAPD ↗ · ablefinancialgroup.com · 480-258-6104

$732.9MRegulatory AUM
9Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — ABLE FINANCIAL GROUP, LLC reported RAUM up 28% ($571.0M -> $732.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — ABLE FINANCIAL GROUP, LLC notice-filed in DC, FL, GA, MA, MD, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ABLE FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($467.4M -> $571.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
79
April 2025 — ABLE FINANCIAL GROUP, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
September 2024 — ABLE FINANCIAL GROUP, LLC notice-filed in IL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — ABLE FINANCIAL GROUP, LLC reported RAUM up 30% ($360.4M -> $467.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.