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- Custodian
- Charles Schwab & Company · LPL Financial · Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Harbor
- Established Date
- 01-22-2021
- Office Locations
- 1
Office Locations
About 626 Financial, LLC
626 Financial, LLC is a Michigan-based advisory team focused on in-depth financial planning and dynamic, disciplined investment advice, emphasizing “blind spotting” through a collaborative partner community. Serves individuals and business owners with asset-allocation portfolios using ETFs and public funds, and supports insurance planning where appropriate. Custodies through LPL Financial.
Team overview
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Owner & Executives
THOMAS WILLIAM ANDERTON
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR, Managing Member
- CRD
- #4972508
- Ownership
- 50% but less than 75%
BRANT SHRIMPLIN
Investment Advisor, MANAGING DIRECTOR, Managing Member
- CRD
- #4620977
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ANN DAVIS
Investment Advisor
- CRD
- #5829092
RYAN COLBY HOWARD
Financial Advisor, General Partner
- CRD
- #5704424
Vertex north
Catalyst glacier wave
- CRD
- #48129
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $376,538,034 | $297,423 |
| Non-Discretionary | $3,062,284 | $765,571 |
| Total | $379,600,318 | $298,898 |
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Separately Managed Accounts
Total SMA Asset: $379,600,318
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,151,292,310 | 13.6% |
| Public Funds | $804,211,540 | 9.5% |
| Cash | $855,003,848 | 10.1% |
| Municipal Bonds | $2,565,011,543 | 30.3% |
| Other | $3,089,865,389 | 36.5% |
| Total | $8,465,384,630 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA LEGACY | CAPITAL CATALYST | 7PUQX8XQM | ONT | 11.42% | $39,820,900 |
| EAGLE MATRIX OAK | FOUNDATION VERTEX | AJCYTIUGX | UVVHZ | 12.34% | $67,948,674 |
| HORIZON ALPHA MATRIX | ZENITH BRIDGE | 5W8PY8NQX | WIBMV | 11.70% | $47,207,523 |
| MERIDIAN NORTH | LEGACY PRIME | D8U4WR77U | KZVOV | 0.73% | $9,715,682 |
| PATHWAY PATHWAY PEAK | FOCUS RADIAL | 8TOKWNBKX | BNTYS | 6.38% | $14,955,436 |
| VALUE VITAL | MATRIX PATHWAY | VWYEFGO4M | MRM | 9.36% | $83,591,048 |
| OAK PRIME | EAGLE VALUE | W258DCVIE | RGEBE | 2.77% | $62,652,508 |
| FRONTIER BEACON BEACON | ZENITH VITAL | G8YS9E8G0 | TSDW | 3.27% | $61,290,239 |