RIA Intel›Advisers›Utah›CONNECT FINANCIAL, LLC

CONNECT FINANCIAL, LLC

Advisory

UT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in UT

#207

of 249 advisers by AUM

Average account

$80K

across 830 accounts

AUM per adviser

$11M

6 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients518

Team

Total Employees7

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

518 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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