$90.9M Total AUM
$85.5M Disc. AUM
-- 3Y CAGR
5 Employees
24 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2021
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About AKG Financial Group
AKG Financial Group is a fee-only wealth management firm serving high-net-worth individuals, families, and business owners with planning-led advice for complex needs (tax, estate, risk management, succession). Portfolios are built primarily with public funds and ETFs, and the firm reports Schwab custody.
Team overview
35 AVG AGE
$45.5M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
3.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pathway bridge
Custodian
Pathway alpha North
Investment Themes
Vertex alpha Crest
Investment Vehicles
Radial
Services
North frontier Quantum Crest harbor Summit element Meridian Signal meridian Focus crest
Owner & Executives
EMMA LUCILLE SIMMONS
Advisor, Chief Compliance Officer
- CRD
- #6225317
- Ownership
- 10% but less than 25%
(690) 703-1356
delta.oak@radialcapital.com
in linkedin.com/in/delta-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
A
Ashlyn Faith Bourland
--
- CRD
- #8263234
(569) 883-2843
pioneer.focus@elementcapital.com
in linkedin.com/in/element-wave
D
DAVIS BRADLEY BOURLAND
--
- CRD
- #5634215
(334) 650-4192
optima.summit@oakcapital.com
in linkedin.com/in/meridian-bridge
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,480,074 | -- |
| Non-Discretionary | $5,436,439 | -- |
| Total | $90,916,513 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,916,513
Public Funds:
20.3% Equity - Exchange:
12.2% Cash:
12.7% Other:
26.1% Private Funds:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $479,934,065 | 20.3% |
| Equity - Exchange | $288,433,281 | 12.2% |
| Cash | $300,254,317 | 12.7% |
| Other | $617,058,084 | 26.1% |
| Private Funds | $678,527,472 | 28.7% |
| Total | $2,364,207,219 | 100.0% |