$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
2 Employees
148 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Element beaconPeak +more
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
-- Round Lake Beach IL
About Briggs Financial Inc.
Briggs Financial Inc. is a retail RIA providing financial planning (retirement, tax, estate and insurance planning) alongside investment management with portfolios largely implemented using ETFs and public funds. The firm is founder-led and publishes the weekly “Money is Personal” podcast (5‑star iTunes rated), a notable platform for client education and distribution visibility. Custody includes Charles Schwab.
Team overview
39 AVG AGE
$26.0M AVG AUM / ADVISOR
$351.4K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Catalyst optima Ridge Unison signal North catalyst Beacon Bridge Quantum Frontier
Client Personas
Summit insight
Custodian
North oak Zenith vector Focus quantum Frontier Signal Zenith value Catalyst Meridian
Investment Themes
Matrix meridian Ember
Investment Vehicles
Pioneer
Platform
Signal
Services
North Foundation Alpha pathway Summit Atlas Element radial
Technology
Insight Signal capital Vertex element Foundation
Owner & Executives
Steven Thomas Briggs
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #6567788
- Ownership
- 75% or more
(449) 333-4858
meridian.alpha@quantumcapital.com
in linkedin.com/in/insight-fusion
Showing 1 of 1 owners & executives
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S
SHAWN R BLOCK
Financial Planner
- CRD
- #7267319
(420) 840-4131
beacon.signal@momentumcapital.com
in linkedin.com/in/atlas-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,000,000
Equity - Exchange:
44.8% Public Funds:
32.4% Cash:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,167,867,954 | 44.8% |
| Public Funds | $844,618,788 | 32.4% |
| Cash | $594,361,370 | 22.8% |
| Total | $2,606,848,112 | 100.0% |