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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 36.0% is discretionary and 64.0% is non-discretionary.
The firm reports 1 advisory representatives and 162 clients, or 162 clients per representative. That equates to $466.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Sutton Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT EDMOND SUTTON
Chief Compliance Officer, Managing Director, Owner
- CRD
- #5911430
- Ownership
- 75% or more
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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
SMA allocation detail is available
Sutton Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.