$168.3M Total AUM
$168.3M Disc. AUM
-- 3Y CAGR
4 Employees
108 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-24-2015
- Office Locations
- 1
Office Locations
140 Glastonbury Blvd Suite 450 Glastonbury CT
About Somnio Financial Group, LLC
Somnio Financial Group is a Glastonbury, CT RIA providing financial planning and discretionary portfolio management, including tax and estate planning and insurance guidance. The practice works with individuals and entrepreneurs, building diversified allocations across mutual funds/ETFs and fixed income with an emphasis on risk management. Custodied with Charles Schwab and uses eMoney for planning.
Team overview
-- AVG AGE
$84.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
11.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
NICHOLAS RAYMOND ROY
Partner
- CRD
- #5074653
- Ownership
- 50% but less than 75%
Available
Available
Available
ROBERT NORMAN ROY JR
--
- CRD
- #4897441
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,290,000 | $365,054 |
| Non-Discretionary | $0 | -- |
| Total | $168,290,000 | $365,054 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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