Fee-only adviser · Portage, MI
626 Financial, LLC
626 Financial, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Portage, Michigan. On its latest Form ADV, filed August 18, 2026, it reports $380M in regulatory assets under management, 451 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 306474 · SEC file 801-120219 |
| Office | 7950 Moorsbridge Road Suite 104 Portage, MI 49024 |
| Phone | (269) 321-5040 |
| Website | www.626financial.com |
| Regulatory assets under management | $380M ($377M discretionary) |
| Individual clients | 329 non-high-net-worth, 122 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Portage
- Zhang Financial $8.4B
- LVM Capital Management Ltd $1.6B
- Haverdink Financial Management, LLC $220M
- Docsa Capital Management, Inc. $95M
- Face 2 Face Financial Planning, LLC $30M
- John A. Wolfe & Associates, Inc. $561M
See all 8 fee-only advisers in Portage →
Nearby
- Kalamazoo 8 firms
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