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WEBB FINANCIAL GROUP
Legal name: WEBB ADVISORS INCORPORATED
CRD 106617File 801-39985
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$397.2M
Below cohort median (national)
Discretionary AUM
$377.3M
Non-discretionary $19.9M
Clients
673
1,896 accounts
Employees
8
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 17, 1991
- Principal office
- 8120 PENN AVENUE SOUTH, SUITE 177, BLOOMINGTON, MN, 55431
- Phone
- 952-837-3200
- Website
- HTTP://WWW.WEBBFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.2M
- Discretionary AUM
- $377.3M
- Non-discretionary AUM
- $19.9M
- Discretionary accounts
- 1,793
- Non-discretionary accounts
- 103
- Total accounts
- 1,896
- AUM per client
- $590K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $23.5M |
| Individuals (other than high net worth individuals) | 671 | $373.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.