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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-09-2024
- Office Locations
- 1
Office Locations
About Friday Financial
Friday Financial is an independent advisory firm based in Dubuque, Iowa, delivering holistic financial planning and portfolio construction while coordinating with clients’ legal, tax, and insurance professionals. The team uses evidence-driven planning and a technology-enabled client experience (client portal; Orion/eMoney). Investment implementation includes mutual funds and ETFs with a risk-management focus, and the firm is connected to Buckingham Strategic Partners’ nationwide advisor network.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Ryan Edward Burbach
Chief Executive Officer, Co-founder
- CRD
- #7854188
- Ownership
- 25% but less than 50%
BRIAN JOSEPH GRIFFIN
Chief Compliance Officer, Co-founder, Financial Planning Consultant, WEALTH MANAGER
- CRD
- #6713626
- Ownership
- 25% but less than 50%
Capital alpha
Matrix vital north
- CRD
- #49370
- Ownership
- 18.5%
Showing 2 of 3 owners & executives
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JEREMY JOSEPH GERARDY
--
- CRD
- #7119047
CHRISTINA ANN HOFFMANN
Financial Planner
- CRD
- #6232336
Bridge vertex
Delta momentum delta
- CRD
- #13851
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,704,683 | $494,202 |
| Non-Discretionary | $619,332 | $309,666 |
| Total | $409,324,015 | $493,756 |
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Separately Managed Accounts
Total SMA Asset: $409,324,015
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $311,373,271 | 8.9% |
| Municipal Bonds | $360,353,336 | 10.3% |
| Equity - Exchange | $353,356,184 | 10.1% |
| Cash | $290,381,814 | 8.3% |
| U.S. Government/Agency | $171,430,228 | 4.9% |
| Corporate - Investment Grade | $699,715,216 | 20.0% |
| Equity - OTC | $650,735,151 | 18.6% |
| Other | $661,230,878 | 18.9% |
| Total | $3,498,576,078 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FRONTIER CREST | TIMBER FOCUS | 3CU310M6A | LFTH | 1.20% | $50,183,048 |
| NORTH VECTOR VECTOR | SUMMIT CAPITAL | OJASXXDB4 | GBEN | 5.07% | $90,983,330 |
| BEACON UNISON | FRONTIER SIGNAL | ESRRWIQZR | NNL | 0.69% | $51,155,107 |
| BEACON DELTA MERIDIAN | PIONEER ATLAS | R14OIME89 | XJY | 10.75% | $8,261,880 |
| MOMENTUM BEACON | VECTOR VALUE | FCRZFUO7H | YTO | 7.62% | $3,811,859 |
| ATLAS HORIZON | TIMBER ZENITH | 5YW2UDTX4 | EQAM | 7.44% | $90,899,065 |
| PATHWAY GLACIER PEAK | EAGLE DELTA | GBKHKRMTY | DJGZU | 5.25% | $49,105,540 |
| VALUE INSIGHT FRONTIER | OAK ZENITH | ZCJRU95GD | NOXD | 5.88% | $84,090,766 |