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Nadler Financial Group, Inc.
Nadler Financial Group, Inc. is a registered investment adviser headquartered in Deerfield, Illinois. Founded in 1997 as VRN Financial Services, Inc. and renamed to Nadler Financial Group in 2004, the firm provides discretionary investment management, financial planning, and consulting services to high net worth individuals, families, pension and profit sharing plans, charitable organizations, and business entities. The firm is principally owned by Michael A. Nadler, CPA, CFP® and maintains a team of approximately 20 employees as of 2024.
Investment Strategy
Nadler Financial Group, Inc. offers clients discretionary investment management services, typically charging annual advisory fees based on a percentage of assets under management, generally ranging from 0.5% to 1.0%. The firm primarily serves individuals and high net worth individuals, also providing advice to pension/profit sharing plans and business entities. Portfolios are tailored to each client's goals and risk profiles, utilizing a diversified and disciplined approach that incorporates equity, fixed income, and alternative investments, with ongoing monitoring and rebalancing.
Latest 13F Filing Activity
Nadler Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 131 equity positions with a total 13F market value of $977M. The fund increased holdings in Vanguard Ftse Developed Markets Etf, Vanguard Russell 1000 Growth Etf, Schwab U.s. Large-cap Growth Etf among other positions. Nadler Financial Group, Inc. reduced exposure to Apple Inc., Schwab U.s. Dividend Equity Etf, Ishares Gold Trust among others.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | Vanguard Value ETF | 8.41% | $82.2M | 464,852 | $107.73 | $176.74 | +$3.0M |
V VO | Vanguard Mid-Cap ETF | 7.87% | $76.8M | 274,550 | $162.31 | $279.83 | +$6.7M |
V VTI | Vanguard Total Stock Market ETF | 7.65% | $74.8M | 245,980 | $175.54 | $303.93 | +$3.3M |
V VUG | Vanguard Growth ETF | 6.67% | $65.2M | 148,666 | $161.70 | $438.40 | +$8.4M |
V VONG | Vanguard Russell 1000 Growth ETF | 6.35% | $62.0M | 567,604 | $46.94 | $109.20 | +$9.5M |
Industry Allocation
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