TEPLITZ FINANCIAL GROUP LLC

CRD 122038File 801-126103

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$131.7M

Bottom 25% of cohort (national)

Discretionary AUM

$118.0M

Non-discretionary $13.7M

Clients

188

393 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 15, 2022
Principal office: 3 JOCAMA BOULEVARD, SUITE 200A, OLD BRIDGE, NJ, 08857
Phone: 732-591-0909
Website: https://www.linkedin.com/company/9435054/admin/feed/posts/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $131.7M
Discretionary AUM: $118.0M
Non-discretionary AUM: $13.7M
Discretionary accounts: 364
Non-discretionary accounts: 29
Total accounts: 393
AUM per client: $701K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.8M
Charitable organizations	Fewer than 5	$451K
High net worth individuals	47	$80.4M
Pension and profit sharing plans	20	$9.5M
Individuals (other than high net worth individuals)	121	$38.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.