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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MatrixSummit +more
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
About Baron Financial Group LLC
Baron Financial Group is a fee-only, fiduciary RIA providing financial life planning and ongoing investment management. The team builds globally diversified portfolios, actively rebalances through market cycles, and emphasizes tax-aware implementation alongside healthcare, Medicare, and estate/tax planning support. Serves individuals, families, and organizations—especially those near retirement, women facing life changes, and special-needs families—locally and virtually nationwide.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
VICTOR PAUL CANNILLO
Founder, Managing Member
- CRD
- #4603566
- Ownership
- 75% or more
ANTHONY JOHN BENANTE
Associate, Managing Member
- CRD
- #2187861
- Ownership
- 25% but less than 50%
Wave optima
Alpha foundation
- CRD
- #97134
- Ownership
- 11.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Aryeh Dov Rogoff
--
- CRD
- #8201411
JAMES JACOB SUAZO
Financial Advisor, General Partner
- CRD
- #7454982
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,059,237 | $403,613 |
| Non-Discretionary | $5,053,938 | $1,684,646 |
| Total | $369,113,175 | $407,860 |
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Separately Managed Accounts
Total SMA Asset: $369,113,175
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $282,816,780 | 19.5% |
| Cash | $319,075,342 | 22.0% |
| U.S. Government/Agency | $413,347,602 | 28.5% |
| Equity - Exchange | $435,102,740 | 30.0% |
| Total | $1,450,342,464 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH BEACON | RADIAL DELTA | ZD1NC658N | RLOYA | 5.63% | $72,142,864 |
| EMBER OPTIMA | DELTA QUANTUM | X19RRPV7Y | ZOH | 4.61% | $83,502,401 |
| NORTH MATRIX | RADIAL EMBER | Q6POI8L1X | KGLG | 2.95% | $10,891,689 |
| OPTIMA OPTIMA FUSION | PEAK TIMBER | I8CXUIOZH | RGK | 7.70% | $43,786,453 |
| INSIGHT INSIGHT | ZENITH VITAL | IJZTIZOQC | DYNNV | 0.87% | $4,477,963 |
| DELTA RIDGE RIDGE | CATALYST VECTOR | IZ33OLISH | EXYZB | 5.48% | $104,228,154 |
| DELTA VALUE | FOCUS UNISON | WID3K1GTG | NYYJR | 9.31% | $22,320,877 |
| FOUNDATION RIDGE | CAPITAL ALPHA | BAQ1MMQSE | NAH | 7.96% | $12,604,802 |