CRD: 299818
Erickson Financial Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PioneerFusion summit
- Established Date
- 02-28-2019
- Office Locations
- 1
Office Locations
About Erickson Financial Group, LLC
Erickson Financial Group, LLC provides investment management and financial planning for individuals, families, and businesses, with an emphasis on business owners and entrepreneurs. The firm builds asset-allocation portfolios that are primarily ETF-based, complemented by public funds and cash, and supports planning needs such as estate and charitable strategies and insurance. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KERRY DUANE ERICKSON
Financial Advisor, Managing Partner
- CRD
- #4528342
- Ownership
- 75% or more
TIMOTHY J. ERICKSON
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #6152283
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Chad David Wakeman
--
- CRD
- #8181013
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,226,870 | $245,857 |
| Non-Discretionary | $4,636,852 | $662,407 |
| Total | $198,863,722 | $249,515 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $198,863,722
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,801,307,535 | 54.7% |
| Public Funds | $1,628,548,074 | 31.8% |
| Cash | $691,364,748 | 13.5% |
| Total | $5,121,220,357 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON FUSION WAVE | RIDGE VITAL | 5CM6K27ET | GYX | 3.33% | $41,202,974 |
| RIDGE OAK | ALPHA EAGLE | E9WFU9Q6Z | DNFJQ | 1.54% | $51,959,329 |
| PEAK HORIZON | ELEMENT BEACON | C9E695J2C | FSRSC | 3.73% | $65,191,616 |
| ZENITH VERTEX | OPTIMA BEACON | NAPBDPLDB | XKA | 3.11% | $48,471,465 |
| INSIGHT OPTIMA CAPITAL | RIDGE MERIDIAN | HNCHLSFKH | OTFR | 5.08% | $35,587,319 |
| DELTA FUSION ATLAS | TIMBER FOCUS | CM5077F4K | CPBV | 11.40% | $34,279,308 |
| VITAL MATRIX BEACON | DELTA INSIGHT | 5PJZZLTPQ | ZAQ | 4.70% | $72,890,101 |
| BRIDGE TIMBER | WAVE ALPHA | VNM3UWVIW | CKXI | 9.56% | $100,872,065 |