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SILVER GROVE ADVISORY SERVICES
Legal name: SILVER GROVE FINANCIAL GROUP, INC.
CRD 287512File 801-110045
APPROVED
Retail clients
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$453.6M
Above cohort median (national)
Discretionary AUM
$453.6M
Clients
2,150
2,969 accounts
Employees
17
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 9, 2017
- Principal office
- 400 STERLING DRIVE, ORCHARD PARK, NY, 14127
- Phone
- (716) 800-4291
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $453.6M
- Discretionary AUM
- $453.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,969
- Non-discretionary accounts
- 0
- Total accounts
- 2,969
- AUM per client
- $211K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| High net worth individuals | 63 | $131.8M |
| Individuals (other than high net worth individuals) | 2,083 | $319.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 1,930 | 2,150 | increased by220 |
| Apr 1, 2026 | AUM | $326,596,386 | $453,582,536 | increased by$126,986,150 |
| Apr 1, 2026 | Accounts | 2,582 | 2,969 | increased by387 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 16 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,784 | 1,930 | increased by146 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $239,408,527 | $326,596,386 | increased by$87,187,859 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,902 | 2,582 | increased by680 |
| Oct 1, 2022 | Employees | 14 | 15 | increased by1 |
| May 1, 2022 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2022 | Clients | 1,511 | 1,784 | increased by273 |
| Apr 1, 2022 | AUM | $167,337,920 | $239,408,527 | increased by$72,070,607 |
| Apr 1, 2022 | Accounts | 2,158 | 1,902 | decreased by256 |
| Feb 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SILVER GROVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SILVER GROVE” may also match similarly-named firms). Confirm identity against each filing.
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.