← Directory
626 FINANCIAL, LLC
CRD 306474File 801-120219
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$379.6M
Below cohort median (national)
Discretionary AUM
$376.5M
Non-discretionary $3.1M
Clients
451
1,270 accounts
Employees
5
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 22, 2021
- Principal office
- 7950 MOORSBRIDGE ROAD, SUITE 104, PORTAGE, MI, 49024
- Phone
- (269) 321-5040
- Website
- https://www.626financial.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $379.6M
- Discretionary AUM
- $376.5M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 1,266
- Non-discretionary accounts
- 4
- Total accounts
- 1,270
- AUM per client
- $842K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16K |
| Charitable organizations | Fewer than 5 | $180K |
| High net worth individuals | 122 | $277.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.1M |
| Individuals (other than high net worth individuals) | 329 | $98.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.