$75.5M Total AUM
$27.2M Disc. AUM
-- 3Y CAGR
1 Employees
162 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2020
- Office Locations
- 1
Office Locations
2075 Columbiana Road Suite 1 Birmingham AL
About Sutton Financial Group
Sutton Financial Group is a Birmingham-based RIA. The firm has been operating for 6 years. Managing $75.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$75.5M AVG AUM / ADVISOR
$466.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT EDMOND SUTTON
Chief Compliance Officer, Managing Director, Owner
- CRD
- #5911430
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,200,000 | -- |
| Non-Discretionary | $48,300,000 | -- |
| Total | $75,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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