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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2023
- Office Locations
- 1
Office Locations
About Able Financial Group, LLC
ABLE Financial Group is an independent, primarily fee-based RIA in Scottsdale/Phoenix serving families, business owners and executives with fiduciary wealth management, retirement planning and tailored investment management. The team includes CFP professionals and an Investment Committee, and advises small-business retirement plans on governance and investment monitoring. Recognized in Forbes’ 2022 Best-in-State Wealth Advisors (Arizona). Uses Orion and eMoney for portal/planning.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 19, 2026, reported AUM increased 28.4%, from $571.0M to $732.9M.
Across 4 reported observations, AUM increased 103.4% between November 15, 2023 and March 19, 2026, from $360.4M to $732.9M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 9 advisory representatives and 624 clients, or 69.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ADAM MICHAEL BROOKS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #3029639
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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DEBORAH DUTTON BALDINI
Financial Advisor, General Partner
- CRD
- #862603
Jacob Alexander Cavaleri
--
- CRD
- #7555510
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $725,779,920 | $432,012 |
| Non-Discretionary | $7,161,637 | $511,546 |
| Total | $732,941,557 | $432,669 |
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Separately Managed Accounts
SMA allocation detail is available
Able Financial Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Able Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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