RIA Intel›Advisers›Ohio›SOBITZ FINANCIAL GROUP, LLC

SOBITZ FINANCIAL GROUP, LLC

Advisory

UNIONTOWN, OH

Data as of May 27, 2026 · Source: SEC Form ADV

Rank in OH

#629

of 748 advisers by AUM

Average account

$199K

across 446 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$89M

Discretionary AUM$88M

Non-Discretionary AUM$723K

Discretionary %99.2%

Total Clients200

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH, TX

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

200 clients

19 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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EQUITTA ADVISORS LLC

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