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Able Financial Group, LLC
ABLE Financial Group, LLC is an independent, primarily fee-based investment advisory and financial services firm headquartered in Scottsdale, Arizona. Founded as an LLC in Arizona in 2006 and registered as an investment adviser since 2023, the firm is wholly owned by the Brooks Family Trust. ABLE Financial Group serves a diverse client base, including individuals (especially high net worth), families, charitable organizations, and businesses, delivering comprehensive financial planning and portfolio management services. The team comprises approximately 12-13 employees providing tailored advice to over 1,350 clients.
Investment Strategy
ABLE Financial Group, LLC offers comprehensive portfolio management with a client-centered fiduciary approach. The firm emphasizes understanding client objectives, risk tolerance, and time horizons, and pursues diversified asset allocation and ongoing education for clients. Investment recommendations are individualized, with an open, communicative, and service-oriented practice designed to help clients achieve their unique financial goals while remaining sensitive to risk and timeframes. The firm serves a broad range of clients but particularly focuses on individuals and high-net-worth individuals.
Latest 13F Filing Activity
Able Financial Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 203 equity positions with a total 13F market value of $461M. The fund increased holdings in J P Morgan Exchange Traded F, Vaneck Etf Trust, CVS Health Corp. among other positions. Able Financial Group, LLC reduced exposure to Healthequity Inc., Select Sector SPDR TR, PIMCO Etf TR among others.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 5.88% | $27.1M | 586,779 | $45.57 | $46.24 | +$2.4M |
D DFAC | DIMENSIONAL ETF TRUST | 5.67% | $26.1M | 677,878 | $32.99 | $38.57 | +$943.9K |
J JMUB | J P MORGAN EXCHANGE TRADED F | 4.57% | $21.1M | 417,520 | $49.87 | $50.47 | +$6.1M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.28% | $19.8M | 293,851 | $46.73 | $67.26 | +$814.4K |
A AVUV | AMERICAN CENTY ETF TR | 3.32% | $15.3M | 154,088 | $94.37 | $99.53 | +$2.6M |
Industry Allocation
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