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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
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Investment Vehicles
Platform
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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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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