S
$88.7M Total AUM
$87.9M Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Lincoln Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2025
- Office Locations
- 1
Office Locations
3500 Massillon Road, Suite 490 Uniontown OH
About Sobitz Financial Group, LLC
Sobitz Financial Group, LLC is a Uniontown-based RIA. The firm has been operating for 0 years. Managing $88.7M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Lincoln Financial.
Team overview
-- AVG AGE
$29.6M AVG AUM / ADVISOR
$443.3K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
JOSHUA MICHAEL SOBITZ
Chief Compliance Officer, Managing Member
- CRD
- #4575040
- Ownership
- 50% but less than 75%
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Available
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MICHAEL J SOBITZ
Managing Member
- CRD
- #2007420
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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WILLIAM LEO BUSH JR
--
- CRD
- #1058808
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,928,412 | -- |
| Non-Discretionary | $722,953 | -- |
| Total | $88,651,365 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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