Data / Investment advisers / Wyoming / Grupp Financial LLC
Grupp Financial LLC, Jackson, WY: $100 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Grupp Financial LLC is an SEC registered investment adviser with its main office in Jackson, Wyoming and reports $100 million in regulatory assets under management in its Form ADV filed January 22, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 168436
- SEC file number
- 801-135382
- SEC status
- Approved, effective March 2, 2026
- Main office
- 1705 High School Road Unit #140, Jackson, WY 83001
- Phone
- (307) 200-6579
- Website
- gruppfinancial.com
- Regulatory AUM
- $100,067,252 in the Form ADV filed January 22, 2026
- Discretionary AUM
- $100,067,252
- Accounts
- 37
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 4 | $97.9 million |
| High net worth individuals | 3 | $2 million |
| Individuals (other than high net worth individuals) | 2 | $191,110 |
| Charitable organizations | 1 | $26 |
Other advisers in Jackson
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flat Rock Global | Jackson | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Integrity Financial Corporation | Jackson | $868.1 million | Not listed | adviserinfo.sec.gov |
| Greybull Advisors, LLC | Jackson | $513.6 million | 4 | adviserinfo.sec.gov |
| Income Focus Portfolio Management | Jackson | $362.5 million | Not listed | adviserinfo.sec.gov |
| Founders Equity Partners | Jackson | $309.4 million | 6 | adviserinfo.sec.gov |
| Baseline Ventures | Jackson | Not listed | 10 | adviserinfo.sec.gov |
| Accelerator Ventures | Jackson | Not listed | 6 | adviserinfo.sec.gov |
| Blue Bear Investment Group, LLC | Jackson | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jackson, WY
- Investment advisers in Wyoming
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Grupp Financial LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.