Fee-only adviser · Uniontown, OH
Sobitz Financial Group, LLC
Sobitz Financial Group, LLC is a fee-only investment adviser registered with the securities regulators of Florida, Ohio, with its main office in Uniontown, Ohio. On its latest Form ADV, filed May 27, 2026, it reports $89M in regulatory assets under management, 198 individual clients and 3 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 | State-registered: Florida, Ohio |
|---|---|
| Firm CRD number | 337210 |
| Office | 3500 Massillon Road, Suite 490 Uniontown, OH 44685 |
| Phone | (330) 896-9575 |
| Website | www.sobitzfinancial.net |
| Regulatory assets under management | $89M ($88M discretionary) |
| Individual clients | 179 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 27, 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 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.
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